ATRAX Mutual Fund

ATRAX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-2.78%
3 Months
+7.43%
6 Months
+3.27%
YTD
-2.65%
1 Year
+8.20%
3 Years (annualized)
-1.16%
5 Years (annualized)
+3.10%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRAX 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
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📉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
BNP Paribas Catalyst Systematic Alpha Index
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+2.39%
vs Peers
-5.04%

ATRAX Mutual Fund Performance

ATRAX performance across multiple time periods: 1-month -2.78%, YTD -2.65%, 1-year 8.20%, 3-year -1.16%, 5-year 3.10%, 10-year 5.25%.

ATRAX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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