ATOIX Mutual Fund

NAV$10.03

Returns Overview

1 Month
+0.22%
3 Months
+0.68%
6 Months
+1.25%
YTD
+1.25%
1 Year
+2.72%
3 Years (annualized)
+3.39%
5 Years (annualized)
+2.58%
10 Years (annualized)
+1.87%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1 Year (1-2 Y) Index
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+1.79%
vs Peers
-0.54%

ATOIX Mutual Fund Performance

ATOIX performance across multiple time periods: 1-month 0.22%, YTD 1.25%, 1-year 2.72%, 3-year 3.39%, 5-year 2.58%, 10-year 1.87%.

ATOIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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