ATCIX Mutual Fund

ATCIX Mutual Fund

NAV$43.08
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Returns Overview

1 Month
-3.80%
3 Months
-0.10%
6 Months
+5.32%
YTD
+9.35%
1 Year
+8.07%
3 Years (annualized)
+12.76%
5 Years (annualized)
-0.09%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATCIX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+5.54%
vs Peers
+3.81%

ATCIX Mutual Fund Performance

ATCIX performance across multiple time periods: 1-month -3.80%, YTD 9.35%, 1-year 8.07%, 3-year 12.76%, 5-year -0.09%, 10-year 7.31%.

ATCIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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