ATFAX Mutual Fund

ATFAX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+0.46%
3 Months
+1.31%
6 Months
+1.70%
YTD
+1.70%
1 Year
+4.57%
3 Years (annualized)
+3.43%
5 Years (annualized)
+1.72%
10 Years (annualized)
+1.74%

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)
+1.70%
Peer Avg (YTD)
+1.79%
vs Peers
-0.09%

ATFAX Mutual Fund Performance

ATFAX performance across multiple time periods: 1-month 0.46%, YTD 1.70%, 1-year 4.57%, 3-year 3.43%, 5-year 1.72%, 10-year 1.74%.

ATFAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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