ATPAX Mutual Fund

ATPAX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
+1.01%
3 Months
-0.33%
6 Months
+0.31%
YTD
+0.93%
1 Year
+1.99%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.47%
10 Years (annualized)
+0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATPAX 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
Bloomberg US Corporate High Yield Total Return Index
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+1.93%
vs Peers
-0.99%

ATPAX Mutual Fund Performance

ATPAX performance across multiple time periods: 1-month 1.01%, YTD 0.93%, 1-year 1.99%, 3-year 4.51%, 5-year 0.47%, 10-year 0.41%.

ATPAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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