ATOBX Mutual Fund

ATOBX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+0.20%
3 Months
+0.59%
6 Months
+1.10%
YTD
+1.33%
1 Year
+2.37%
3 Years (annualized)
+3.04%
5 Years (annualized)
+2.34%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATOBX 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%

ATOBX Mutual Fund Performance

ATOBX performance across multiple time periods: 1-month 0.20%, YTD 1.33%, 1-year 2.37%, 3-year 3.04%, 5-year 2.34%, 10-year 1.60%.

ATOBX 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.

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