Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABTIX (GOVERNMENT BOND FUND R5 CLASS) | 3.09% | 5.15% | 0.67% | -1.56% | 0.97% | 1.47% | NA | 1.67% |
Data as of 07/02/2025, AR inception is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABTIX (GOVERNMENT BOND FUND R5 CLASS) | 03/05/2010 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.15 | 0.67 | -1.56 | 0.97 | 1.47 | NA | 1.67 | 3.09 | 0.49 | 3.69 | -12.37 | -1.72 | 6.48 | 6.38 | 0.76 | 2.29 | 1.14 | 0.72 | 4.72 | -2.68 | 2.39 | 7.74 | 3.58 |
| Sharpe Ratio | NA | 0.22 | -0.27 | -0.58 | -0.08 | NA | NA | 0.16 | 0.59 | -1.02 | -0.07 | -1.85 | -0.58 | 1.53 | 1.55 | -0.20 | 0.61 | 0.31 | 0.21 | 2.01 | -0.89 | 1.00 | 1.99 | 1.09 |
| Standard Deviation(%) | NA | 5.65 | 7.23 | 6.16 | 4.94 | NA | NA | 4.41 | 5.78 | 5.96 | 8.45 | 7.46 | 3.01 | 4.06 | 3.22 | 2.75 | 2.75 | 2.99 | 3.31 | 2.35 | 3.04 | 2.36 | 3.88 | 3.90 |
| Draw Down(%) | NA | 5.62 | 11.70 | 19.60 | 19.60 | NA | NA | 19.60 | 2.83 | 4.94 | 9.61 | 15.58 | 2.42 | 3.74 | 1.94 | 2.47 | 1.52 | 4.69 | 2.29 | 0.90 | 4.58 | 1.42 | 1.88 | 3.17 |
| Yield(%) | 0.00 | 3.68 | 3.46 | 2.47 | 2.50 | 2.58 | 2.01 | 2.68 | 1.45 | 4.25 | 3.85 | 2.32 | 1.56 | 1.96 | 2.78 | 2.64 | 2.28 | 2.34 | 1.88 | 1.93 | 2.15 | 3.08 | 4.20 | 2.68 |
Data as of 07/02/2025, AR inception is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTIX (GOVERNMENT BOND FUND R5 CLASS) |
-6.33%
Oct 2020 - Oct 2023 |
-1.73%
May 2020 - May 2025 |
0.13%
Oct 2013 - Oct 2023 |
1.47%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTIX (GOVERNMENT BOND FUND R5 CLASS) |
4.97%
Jul 2017 - Jul 2020 |
3.56%
Jun 2015 - Jun 2020 |
3.28%
Apr 2010 - Apr 2020 |
1.68%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart