ATFIX Mutual Fund

ATFIX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
+1.79%
3 Months
-0.12%
6 Months
-0.04%
YTD
+0.98%
1 Year
+1.50%
3 Years (annualized)
+4.02%
5 Years (annualized)
+1.85%
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)
+0.98%
Peer Avg (YTD)
-0.87%
vs Peers
+1.85%

ATFIX Mutual Fund Performance

ATFIX performance across multiple time periods: 1-month 1.79%, YTD 0.98%, 1-year 1.50%, 3-year 4.02%, 5-year 1.85%, 10-year 1.94%.

ATFIX returns outperform the peer average of -0.87% 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.