ATCAX Mutual Fund

NAV$15.00

Returns Overview

1 Month
-1.37%
3 Months
+3.08%
6 Months
+2.66%
YTD
+2.46%
1 Year
+8.38%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATCAX 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
HFRX Absolute Return Index(^HFRXAR)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+3.78%
vs Peers
-1.31%

ATCAX Mutual Fund Performance

ATCAX performance across multiple time periods: 1-month -1.37%, YTD 2.46%, 1-year 8.38%, 3-year 4.50%, 5-year 0.96%.

ATCAX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

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