ATPAX Mutual Fund

ATPAX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
-0.04%
3 Months
+0.64%
6 Months
+0.91%
YTD
+1.27%
1 Year
+4.35%
3 Years (annualized)
+6.18%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.03%

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)
+1.27%
Peer Avg (YTD)
+0.12%
vs Peers
+1.15%

ATPAX Mutual Fund Performance

ATPAX performance across multiple time periods: 1-month -0.04%, YTD 1.27%, 1-year 4.35%, 3-year 6.18%, 5-year 3.51%, 10-year 4.03%.

ATPAX returns outperform the peer average of 0.12% 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.