ABTIX Mutual Fund

ABTIX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-2.81%
3 Months
-3.80%
6 Months
-3.44%
YTD
-3.20%
1 Year
-2.41%
3 Years (annualized)
+3.67%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTIX 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
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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)
-3.20%
Peer Avg (YTD)
+0.50%
vs Peers
-3.70%

ABTIX Mutual Fund Performance

ABTIX performance across multiple time periods: 1-month -2.81%, YTD -3.20%, 1-year -2.41%, 3-year 3.67%, 5-year -0.61%, 10-year 0.94%.

ABTIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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