ATBYX Mutual Fund

ATBYX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
-0.09%
3 Months
-1.06%
6 Months
-1.83%
YTD
+0.21%
1 Year
+3.83%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.86%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATBYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.15%
vs Peers
+0.07%

ATBYX Mutual Fund Performance

ATBYX performance across multiple time periods: 1-month -0.09%, YTD 0.21%, 1-year 3.83%, 3-year 3.66%, 5-year 0.86%, 10-year 2.05%.

ATBYX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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