Abacus Flexible Bond Leaders ETF (ABXB) Performance
ABXB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.5% since Dec 31, 2025
- 1 year
- −0.5% total return
- 5 years
- +0.8% a year
- Since first price
- +0.9% a year since 2020
ABXB trailing returns vs AGG, TLT, SPY
| Period | ABXB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −1.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.6% | −1.8% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.7% | −4.1% | −1.5% | −3.8% | +7.8% |
| YTD | −1.5% | −4.6% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.5% | −5.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.7%+6.2%/yr | −6.3% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +4.3%+0.8%/yr | −24.1% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionDec 8, 2020 | +5.5%+0.9%/yr | −25.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ABXB vs AGG
From Dec 8, 2020: ABXB grew to $10,555, AGG to $9,753.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ABXB returns by calendar year
4 of 5 full years positive. Best 2025 (+8.7%), worst 2022 (−14.5%). 2026 is year to date.
ABXB annual returns table
| Year | ABXB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.5% | −4.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.7% | −1.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +4.7% | −2.3% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.8% | −3.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.5% | −16.2% | −13.0% | −31.2% | −18.2% |
| 2021 | +1.3% | −2.4% | −1.8% | −4.6% | +28.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ABXB largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 7, 2021 | −17.0% | Nov 9, 2022 | Jun 24, 2025 | 1.3 years | 4.0 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
ABXB risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +5.6% | +0.5% | +0.7% |
| Volatility (annualized) | 4.6% | 6.0% | 5.6% |
| Sharpe ratio | 0.27 | -0.49 | -0.41 |
| Sortino ratio | 0.40 | -0.61 | -0.51 |
| Best month | +3.6% | +3.6% | +3.6% |
| Worst month | −2.7% | −4.0% | −4.0% |
| Best 12 months | +12.9% | +12.9% | +12.9% |
| Worst 12 months | −0.6% | −14.5% | −14.5% |
| Positive months | 75% | 60% | 58% |
| Beta vs S&P 500 | 0.24 | 0.28 | — |
| Correlation with S&P 500 | 0.66 | 0.72 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ABXB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 59 | −14.5% | +3.8% | +12.9% | 63% |
| 3-year (a year) | 35 | −2.5% | +2.8% | +7.4% | 60% |
| 5-year (a year) | 11 | +0.5% | +1.1% | +1.7% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
ABXB performance overview
Abacus Flexible Bond Leaders ETF (ABXB) returned −0.5% over the past year and +0.8% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +0.9% a year, turning $10,000 into about $10,555. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −17.0%, from Jul 7, 2021 to Nov 9, 2022, and it took 2.6 years to get back to the old high. ABXB finished 4 of its 5 full calendar years with a gain; the best year was 2025 (+8.7%) and the worst 2022 (−14.5%). Volatility has been 5.6% a year.
Related: ABXB chart, ABXB dividends, ABXB bond profile. See the ABXB overview for the latest quote and fund facts.
ABXB performance FAQ
What is the ABXB return over the past year?
ABXB returned −0.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.0%.
What is the average annual return of ABXB?
ABXB has returned +0.8% a year over 5 years, +0.9% a year since December 8, 2020 (total return, distributions reinvested).
How much would $10,000 invested in ABXB be worth?
$10,000 invested in ABXB at its first recorded close on December 8, 2020 would be worth about $10,555 on October 23, 2026 with distributions reinvested.
What was the worst year for ABXB?
The worst calendar year was 2022, with a total return of −14.5%. The best was 2025 at +8.7%.
What is the biggest drawdown of ABXB?
The largest peak-to-trough decline was −17.0% between July 7, 2021 and November 9, 2022. It recovered to the old high on June 24, 2025, 2.6 years after the bottom.
How volatile is ABXB?
Over the past 3 years ABXB had an annualized volatility of 4.6% and a Sharpe ratio of 0.27 (excess return over 1–3 month T-bills per unit of risk).