Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABTRX (GOVERNMENT BOND FUND R CLASS) | 2.09% | 2.11% | 0.13% | -2.38% | 0.24% | 0.73% | NA | 0.93% |
Data as of 07/11/2025, AR inception is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABTRX (GOVERNMENT BOND FUND R CLASS) | 03/05/2010 | 07/11/2025 |
| 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 | 2.11 | 0.13 | -2.38 | 0.24 | 0.73 | NA | 0.93 | 2.09 | -0.18 | 2.98 | -12.90 | -2.32 | 5.62 | 5.64 | 0.07 | 1.74 | 0.34 | 0.00 | 4.11 | -3.45 | 1.67 | 6.98 | 3.21 |
| Sharpe Ratio | NA | -0.20 | -0.45 | -0.73 | -0.24 | NA | NA | -0.01 | 0.18 | -1.13 | -0.15 | -1.94 | -0.80 | 1.31 | 1.32 | -0.46 | 0.42 | 0.04 | -0.01 | 1.81 | -1.14 | 0.71 | 1.80 | 0.98 |
| Standard Deviation(%) | NA | 5.54 | 7.15 | 6.11 | 4.91 | NA | NA | 4.38 | 5.64 | 5.98 | 8.38 | 7.39 | 2.92 | 4.09 | 3.21 | 2.69 | 2.66 | 3.08 | 3.27 | 2.26 | 3.05 | 2.29 | 3.86 | 3.87 |
| Draw Down(%) | NA | 5.73 | 12.33 | 21.22 | 21.22 | NA | NA | 21.22 | 2.88 | 4.99 | 9.93 | 15.95 | 2.66 | 3.74 | 1.94 | 2.90 | 1.58 | 4.93 | 2.62 | 0.90 | 4.89 | 1.40 | 1.88 | 3.31 |
| Yield(%) | 0.00 | 3.05 | 2.89 | 1.90 | 1.86 | 1.93 | 1.51 | 2.01 | 1.22 | 3.59 | 3.17 | 1.69 | 0.97 | 1.20 | 2.06 | 1.96 | 1.65 | 1.62 | 1.17 | 1.24 | 1.46 | 2.37 | 3.48 | 2.31 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| ABTRX (GOVERNMENT BOND FUND R CLASS) |
-6.95%
Oct 2020 - Oct 2023 |
-2.40%
May 2020 - May 2025 |
-0.56%
Oct 2013 - Oct 2023 |
0.78%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTRX (GOVERNMENT BOND FUND R CLASS) |
4.24%
Jul 2017 - Jul 2020 |
2.85%
Jun 2015 - Jun 2020 |
2.57%
Apr 2010 - Apr 2020 |
0.99%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart