ATTAX Mutual Fund

ATTAX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-0.09%
3 Months
-0.90%
6 Months
-1.59%
YTD
+0.48%
1 Year
+4.46%
3 Years (annualized)
+4.30%
5 Years (annualized)
+0.99%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATTAX 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 Unhedged Index
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.15%
vs Peers
+0.33%

ATTAX Mutual Fund Performance

ATTAX performance across multiple time periods: 1-month -0.09%, YTD 0.48%, 1-year 4.46%, 3-year 4.30%, 5-year 0.99%, 10-year 2.26%.

ATTAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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