ATFIX Mutual Fund

ATFIX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.12%
3 Months
-0.19%
6 Months
-0.28%
YTD
+1.23%
1 Year
+3.30%
3 Years (annualized)
+3.57%
5 Years (annualized)
+1.84%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATFIX 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
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📉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)
+1.23%
Peer Avg (YTD)
+0.15%
vs Peers
+1.08%

ATFIX Mutual Fund Performance

ATFIX performance across multiple time periods: 1-month 0.12%, YTD 1.23%, 1-year 3.30%, 3-year 3.57%, 5-year 1.84%, 10-year 1.94%.

ATFIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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