ATBYX Mutual Fund

ATBYX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+3.58%
3 Months
-0.20%
6 Months
-0.79%
YTD
+0.11%
1 Year
+0.41%
3 Years (annualized)
+4.37%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATBYX 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
S&P Intermediate Term National AMT Free Municipal Bond Index(^SPMUNIM)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
-0.30%
vs Peers
+0.41%

ATBYX Mutual Fund Performance

ATBYX performance across multiple time periods: 1-month 3.58%, YTD 0.11%, 1-year 0.41%, 3-year 4.37%, 5-year 0.62%, 10-year 2.14%.

ATBYX returns outperform the peer average of -0.30% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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