Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ABXB -0.07% 4.97% 6.21% 1.00% NA NA NA
Data as of 06/09/2026, Common starting date is 12/08/2020
More Performance Analytics Comparison
Name Start Date End Date
ABXB 12/08/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -0.56 4.97 6.21 1.00 NA NA NA -0.07 8.71 4.69 7.80 -14.49 1.29 0.86
Sharpe Ratio NA 0.58 0.68 -0.27 NA NA NA -0.74 1.64 0.26 0.66 -1.86 0.40 4.55
Standard Deviation(%) NA 3.56 4.38 5.60 NA NA NA 4.24 3.56 4.10 6.34 8.61 3.14 3.17
Draw Down(%) NA 3.46 3.81 16.97 NA NA NA 3.46 1.84 2.29 3.90 16.30 2.43 0.36
Yield(%) 0.00 5.19 7.70 4.98 2.68 1.79 1.34 0.68 5.66 13.96 4.90 2.64 3.33 0.37
Data as of 06/09/2026, Common starting date is 12/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABXB (ABXB) -2.50%
Apr 2021 – Apr 2024
1.11%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABXB (ABXB) 7.36%
Feb 2023 – Feb 2026
1.67%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return