ATCIX Mutual Fund

ATCIX Mutual Fund

NAV$43.87
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Returns Overview

1 Month
+2.69%
3 Months
-3.43%
6 Months
+4.23%
YTD
+12.29%
1 Year
+10.78%
3 Years (annualized)
+17.32%
5 Years (annualized)
+0.42%
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)
+12.29%
Peer Avg (YTD)
+6.28%
vs Peers
+6.01%

ATCIX Mutual Fund Performance

ATCIX performance across multiple time periods: 1-month 2.69%, YTD 12.29%, 1-year 10.78%, 3-year 17.32%, 5-year 0.42%, 10-year 7.31%.

ATCIX returns outperform the peer average of 6.28% 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.