ATLCX Mutual Fund

ATLCX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
-6.35%
3 Months
-7.20%
6 Months
-4.95%
YTD
-6.36%
1 Year
-3.86%
3 Years (annualized)
+7.54%
5 Years (annualized)
+0.10%
10 Years (annualized)
+0.24%

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
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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)
-6.36%
Peer Avg (YTD)
+2.46%
vs Peers
-8.82%

ATLCX Mutual Fund Performance

ATLCX performance across multiple time periods: 1-month -6.35%, YTD -6.36%, 1-year -3.86%, 3-year 7.54%, 5-year 0.10%, 10-year 0.24%.

ATLCX returns trail the peer average of 2.46% YTD. With an expense ratio of 6.81%, investors should weigh costs against performance when evaluating this mutual fund.

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