ATLCX Mutual Fund

NAV$8.72

Returns Overview

1 Month
+0.34%
3 Months
+2.42%
6 Months
+0.91%
YTD
+0.91%
1 Year
+7.90%
3 Years (annualized)
+7.60%
5 Years (annualized)
+0.46%
10 Years (annualized)
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATLCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+4.14%
vs Peers
-3.23%

ATLCX Mutual Fund Performance

ATLCX performance across multiple time periods: 1-month 0.34%, YTD 0.91%, 1-year 7.90%, 3-year 7.60%, 5-year 0.46%, 10-year 0.50%.

ATLCX returns trail the peer average of 4.14% YTD. With an expense ratio of 6.81%, investors should weigh costs against performance when evaluating this mutual fund.

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