ATFAX Mutual Fund

ATFAX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
-0.72%
3 Months
+0.02%
6 Months
+0.32%
YTD
+0.97%
1 Year
+3.62%
3 Years (annualized)
+3.13%
5 Years (annualized)
+1.54%
10 Years (annualized)
+1.66%

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)
+0.23%
vs Peers
+0.73%

ATFAX Mutual Fund Performance

ATFAX performance across multiple time periods: 1-month -0.72%, YTD 0.97%, 1-year 3.62%, 3-year 3.13%, 5-year 1.54%, 10-year 1.66%.

ATFAX returns outperform the peer average of 0.23% 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.