ATACX Mutual Fund

NAV$42.89

Returns Overview

1 Month
-2.26%
3 Months
+9.83%
6 Months
+13.56%
YTD
+12.04%
1 Year
+17.89%
3 Years (annualized)
+14.60%
5 Years (annualized)
+0.41%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATACX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+12.04%
Peer Avg (YTD)
+5.87%
vs Peers
+6.18%

ATACX Mutual Fund Performance

ATACX performance across multiple time periods: 1-month -2.26%, YTD 12.04%, 1-year 17.89%, 3-year 14.60%, 5-year 0.41%, 10-year 7.63%.

ATACX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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