ABTHX Mutual Fund

ABTHX Mutual Fund

NAV$9.91
See how much of ABTHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.80%
3 Months
-1.82%
6 Months
-2.18%
YTD
-1.13%
1 Year
-0.92%
3 Years (annualized)
+6.70%
5 Years (annualized)
-0.26%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
-0.87%
vs Peers
-0.26%

ABTHX Mutual Fund Performance

ABTHX performance across multiple time periods: 1-month 3.80%, YTD -1.13%, 1-year -0.92%, 3-year 6.70%, 5-year -0.26%, 10-year 2.03%.

ABTHX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

ABTHX vs another fund shows side-by-side returns. ABTHX alternatives are available in the Mutual Fund Screener.