ATFCX Mutual Fund

ATFCX Mutual Fund

NAV$10.88
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Returns Overview

1 Month
-0.78%
3 Months
-0.17%
6 Months
-0.06%
YTD
+0.52%
1 Year
+2.94%
3 Years (annualized)
+2.36%
5 Years (annualized)
+0.78%
10 Years (annualized)
+0.89%

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
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
S&P Municipal Bond Investment Grade Short Intermediate Index
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+0.23%
vs Peers
+0.29%

ATFCX Mutual Fund Performance

ATFCX performance across multiple time periods: 1-month -0.78%, YTD 0.52%, 1-year 2.94%, 3-year 2.36%, 5-year 0.78%, 10-year 0.89%.

ATFCX returns outperform the peer average of 0.23% 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.