ABTYX Mutual Fund

ABTYX Mutual Fund

NAV$10.08
See how much of ABTYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
-0.20%
6 Months
+0.34%
YTD
+0.95%
1 Year
+7.60%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.02%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTYX 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)
+0.95%
Peer Avg (YTD)
+0.23%
vs Peers
+0.72%

ABTYX Mutual Fund Performance

ABTYX performance across multiple time periods: 1-month -2.46%, YTD 0.95%, 1-year 7.60%, 3-year 4.50%, 5-year 0.02%, 10-year 2.41%.

ABTYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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