ATFYX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+0.48%
3 Months
+1.46%
6 Months
+1.82%
YTD
+1.82%
1 Year
+4.84%
3 Years (annualized)
+3.72%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATFYX 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

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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)
+1.82%
Peer Avg (YTD)
+1.79%
vs Peers
+0.04%

ATFYX Mutual Fund Performance

ATFYX performance across multiple time periods: 1-month 0.48%, YTD 1.82%, 1-year 4.84%, 3-year 3.72%, 5-year 1.99%, 10-year 2.00%.

ATFYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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