ATPYX Mutual Fund

NAV$8.14

Returns Overview

1 Month
+0.22%
3 Months
+1.93%
6 Months
+1.40%
YTD
+1.40%
1 Year
+4.95%
3 Years (annualized)
+6.10%
5 Years (annualized)
+3.17%
10 Years (annualized)
+4.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Total Return Index
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+3.23%
vs Peers
-1.82%

ATPYX Mutual Fund Performance

ATPYX performance across multiple time periods: 1-month 0.22%, YTD 1.40%, 1-year 4.95%, 3-year 6.10%, 5-year 3.17%, 10-year 4.10%.

ATPYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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