ATFYX Mutual Fund

ATFYX Mutual Fund

NAV$10.84
See how much of ATFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.79%
3 Months
-0.03%
6 Months
-0.04%
YTD
+0.99%
1 Year
+1.60%
3 Years (annualized)
+4.07%
5 Years (annualized)
+1.88%
10 Years (annualized)
+1.93%

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
PROUpgrade to run

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)
+0.99%
Peer Avg (YTD)
-0.87%
vs Peers
+1.86%

ATFYX Mutual Fund Performance

ATFYX performance across multiple time periods: 1-month 1.79%, YTD 0.99%, 1-year 1.60%, 3-year 4.07%, 5-year 1.88%, 10-year 1.93%.

ATFYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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