ATFSX Mutual Fund

NAV$10.90

Returns Overview

1 Month
+0.49%
3 Months
+1.48%
6 Months
+1.86%
YTD
+1.86%
1 Year
+4.90%
3 Years (annualized)
+3.79%
5 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATFSX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Investment Grade Short Intermediate Index
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+1.79%
vs Peers
+0.07%

ATFSX Mutual Fund Performance

ATFSX performance across multiple time periods: 1-month 0.49%, YTD 1.86%, 1-year 4.90%, 3-year 3.79%, 5-year 2.06%.

ATFSX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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