ABTZX Mutual Fund

ABTZX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.11%
3 Months
-1.15%
6 Months
-1.77%
YTD
+0.84%
1 Year
+6.18%
3 Years (annualized)
+5.07%
5 Years (annualized)
+0.04%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTZX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.15%
vs Peers
+0.69%

ABTZX Mutual Fund Performance

ABTZX performance across multiple time periods: 1-month -0.11%, YTD 0.84%, 1-year 6.18%, 3-year 5.07%, 5-year 0.04%, 10-year 2.58%.

ABTZX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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