ATPAX Mutual Fund

ATPAX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
+0.21%
3 Months
+1.76%
6 Months
+1.30%
YTD
+1.30%
1 Year
+4.74%
3 Years (annualized)
+5.90%
5 Years (annualized)
+2.96%
10 Years (annualized)
+3.91%

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)
+1.30%
Peer Avg (YTD)
+3.23%
vs Peers
-1.92%

ATPAX Mutual Fund Performance

ATPAX performance across multiple time periods: 1-month 0.21%, YTD 1.30%, 1-year 4.74%, 3-year 5.90%, 5-year 2.96%, 10-year 3.91%.

ATPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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