ATPYX Mutual Fund

ATPYX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+0.85%
3 Months
+1.05%
6 Months
+1.66%
YTD
+2.24%
1 Year
+4.45%
3 Years (annualized)
+5.98%
5 Years (annualized)
+3.23%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATPYX 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)
+2.24%
Peer Avg (YTD)
+2.15%
vs Peers
+0.09%

ATPYX Mutual Fund Performance

ATPYX performance across multiple time periods: 1-month 0.85%, YTD 2.24%, 1-year 4.45%, 3-year 5.98%, 5-year 3.23%, 10-year 3.96%.

ATPYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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