ATLAX Mutual Fund

ATLAX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
-1.49%
3 Months
-0.97%
6 Months
-1.06%
YTD
-0.21%
1 Year
+6.11%
3 Years (annualized)
+7.59%
5 Years (annualized)
+0.49%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATLAX 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
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📉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)
-0.21%
Peer Avg (YTD)
+3.39%
vs Peers
-3.60%

ATLAX Mutual Fund Performance

ATLAX performance across multiple time periods: 1-month -1.49%, YTD -0.21%, 1-year 6.11%, 3-year 7.59%, 5-year 0.49%, 10-year 2.32%.

ATLAX returns trail the peer average of 3.39% YTD. With an expense ratio of 6.06%, investors should weigh costs against performance when evaluating this mutual fund.

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