ATLAX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.42%
3 Months
+2.57%
6 Months
+1.30%
YTD
+1.30%
1 Year
+8.66%
3 Years (annualized)
+8.38%
5 Years (annualized)
+0.89%
10 Years (annualized)
+0.97%

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

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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+4.14%
vs Peers
-2.85%

ATLAX Mutual Fund Performance

ATLAX performance across multiple time periods: 1-month 0.42%, YTD 1.30%, 1-year 8.66%, 3-year 8.38%, 5-year 0.89%, 10-year 0.97%.

ATLAX returns trail the peer average of 4.14% YTD. With an expense ratio of 6.06%, investors should weigh costs against performance when evaluating this mutual fund.

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