ABTRX Mutual Fund

ABTRX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-1.30%
3 Months
-1.06%
6 Months
-1.41%
YTD
-1.03%
1 Year
+2.07%
3 Years (annualized)
+2.58%
5 Years (annualized)
-1.42%
10 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+0.12%
vs Peers
-1.15%

ABTRX Mutual Fund Performance

ABTRX performance across multiple time periods: 1-month -1.30%, YTD -1.03%, 1-year 2.07%, 3-year 2.58%, 5-year -1.42%, 10-year 0.19%.

ABTRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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