ATFSX Mutual Fund

ATFSX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
+0.22%
3 Months
-0.08%
6 Months
-0.24%
YTD
+1.28%
1 Year
+3.47%
3 Years (annualized)
+3.68%
5 Years (annualized)
+1.91%
10 Years (annualized)
+1.96%

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
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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)
+1.28%
Peer Avg (YTD)
+0.15%
vs Peers
+1.13%

ATFSX Mutual Fund Performance

ATFSX performance across multiple time periods: 1-month 0.22%, YTD 1.28%, 1-year 3.47%, 3-year 3.68%, 5-year 1.91%, 10-year 1.96%.

ATFSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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