ATMSX Mutual Fund

ATMSX Mutual Fund

NAV$9.42
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Returns Overview

3 Months
-0.11%
6 Months
-0.33%
YTD
-11.46%
1 Year
-11.43%
3 Years (annualized)
-2.40%
5 Years (annualized)
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATMSX 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
Bloomberg Municipal Bond index(BBGMBI)

ATMSX Mutual Fund Performance

ATMSX performance across multiple time periods: YTD -11.46%, 1-year -11.43%, 3-year -2.40%, 5-year 0.65%.

ATMSX returns can be compared against peers and benchmarks. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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