ABTRX Mutual Fund

ABTRX Mutual Fund

NAV$8.91
See how much of ABTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
-0.75%
6 Months
-2.74%
YTD
-0.76%
1 Year
+1.05%
3 Years (annualized)
+2.94%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.26%

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
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 Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+2.15%
vs Peers
-2.91%

ABTRX Mutual Fund Performance

ABTRX performance across multiple time periods: 1-month 0.27%, YTD -0.76%, 1-year 1.05%, 3-year 2.94%, 5-year -1.31%, 10-year 0.26%.

ABTRX returns trail the peer average of 2.15% 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.