ATFCX Mutual Fund

ATFCX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-2.08%
3 Months
-2.81%
6 Months
-1.63%
YTD
-1.53%
1 Year
-0.61%
3 Years (annualized)
+2.55%
5 Years (annualized)
+0.83%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATFCX 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)
-1.53%
Peer Avg (YTD)
-3.84%
vs Peers
+2.31%

ATFCX Mutual Fund Performance

ATFCX performance across multiple time periods: 1-month -2.08%, YTD -1.53%, 1-year -0.61%, 3-year 2.55%, 5-year 0.83%, 10-year 0.90%.

ATFCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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