ATOAX Mutual Fund

ATOAX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+0.20%
3 Months
+0.60%
6 Months
+1.20%
YTD
+1.33%
1 Year
+2.47%
3 Years (annualized)
+3.12%
5 Years (annualized)
+2.41%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATOAX 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
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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 1 Year (1-2 Y) Index
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+0.23%
vs Peers
+1.10%

ATOAX Mutual Fund Performance

ATOAX performance across multiple time periods: 1-month 0.20%, YTD 1.33%, 1-year 2.47%, 3-year 3.12%, 5-year 2.41%, 10-year 1.59%.

ATOAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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