ATCSX Mutual Fund

NAV$14.89

Returns Overview

1 Month
-1.40%
3 Months
+3.02%
6 Months
+2.54%
YTD
+2.34%
1 Year
+8.08%
3 Years (annualized)
+4.23%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATCSX 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)
+2.34%
Peer Avg (YTD)
+3.78%
vs Peers
-1.43%

ATCSX Mutual Fund Performance

ATCSX performance across multiple time periods: 1-month -1.40%, YTD 2.34%, 1-year 8.08%, 3-year 4.23%, 5-year 0.71%, 10-year 1.95%.

ATCSX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.84%, investors should weigh costs against performance when evaluating this mutual fund.

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