ATOIX Mutual Fund

ATOIX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
+0.10%
3 Months
+0.34%
6 Months
+1.01%
YTD
+1.84%
1 Year
+2.09%
3 Years (annualized)
+3.08%
5 Years (annualized)
+2.65%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATOIX 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

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)
+1.84%
Peer Avg (YTD)
-0.87%
vs Peers
+2.70%

ATOIX Mutual Fund Performance

ATOIX performance across multiple time periods: 1-month 0.10%, YTD 1.84%, 1-year 2.09%, 3-year 3.08%, 5-year 2.65%, 10-year 1.56%.

ATOIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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