ABTYX Mutual Fund

NAV$10.14

Returns Overview

1 Month
+1.46%
3 Months
+3.73%
6 Months
+3.50%
YTD
+3.50%
1 Year
+9.07%
3 Years (annualized)
+5.41%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.65%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+1.79%
vs Peers
+1.72%

ABTYX Mutual Fund Performance

ABTYX performance across multiple time periods: 1-month 1.46%, YTD 3.50%, 1-year 9.07%, 3-year 5.41%, 5-year 0.74%, 10-year 2.65%.

ABTYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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