ATOIX Mutual Fund

ATOIX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+0.03%
3 Months
+0.47%
6 Months
+1.17%
YTD
+1.73%
1 Year
+2.25%
3 Years (annualized)
+3.32%
5 Years (annualized)
+2.67%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATOIX 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
PROUpgrade to run
🏦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
Bloomberg Municipal Bond 1 Year (1-2 Y) Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
-3.84%
vs Peers
+5.57%

ATOIX Mutual Fund Performance

ATOIX performance across multiple time periods: 1-month 0.03%, YTD 1.73%, 1-year 2.25%, 3-year 3.32%, 5-year 2.67%, 10-year 1.93%.

ATOIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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