ATTYX Mutual Fund

NAV$10.53

Returns Overview

1 Month
+0.97%
3 Months
+2.68%
6 Months
+2.48%
YTD
+2.48%
1 Year
+6.99%
3 Years (annualized)
+4.97%
5 Years (annualized)
+1.69%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATTYX 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 Unhedged Index
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+1.79%
vs Peers
+0.69%

ATTYX Mutual Fund Performance

ATTYX performance across multiple time periods: 1-month 0.97%, YTD 2.48%, 1-year 6.99%, 3-year 4.97%, 5-year 1.69%, 10-year 2.69%.

ATTYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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