ATTAX Mutual Fund

ATTAX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
+3.67%
3 Months
-0.85%
6 Months
-1.07%
YTD
-0.29%
1 Year
-0.07%
3 Years (annualized)
+5.62%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.25%

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)
-0.29%
Peer Avg (YTD)
-0.30%
vs Peers
+0.02%

ATTAX Mutual Fund Performance

ATTAX performance across multiple time periods: 1-month 3.67%, YTD -0.29%, 1-year -0.07%, 3-year 5.62%, 5-year 1.00%, 10-year 2.25%.

ATTAX returns outperform the peer average of -0.30% 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.