ATFAX Mutual Fund

ATFAX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-2.02%
3 Months
-2.63%
6 Months
-1.35%
YTD
-0.97%
1 Year
+0.05%
3 Years (annualized)
+3.33%
5 Years (annualized)
+1.58%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATFAX 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
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🏦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
S&P Municipal Bond Investment Grade Short Intermediate Index
This Mutual Fund (YTD)
-0.97%
Peer Avg (YTD)
-3.84%
vs Peers
+2.87%

ATFAX Mutual Fund Performance

ATFAX performance across multiple time periods: 1-month -2.02%, YTD -0.97%, 1-year 0.05%, 3-year 3.33%, 5-year 1.58%, 10-year 1.67%.

ATFAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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