ATRAX Mutual Fund

NAV$10.98

Returns Overview

1 Month
+2.67%
3 Months
+22.66%
6 Months
+0.77%
YTD
+0.14%
1 Year
+14.56%
3 Years (annualized)
-0.52%
5 Years (annualized)
+5.00%
10 Years (annualized)
+5.52%

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
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
BNP Paribas Catalyst Systematic Alpha Index
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
+3.47%
vs Peers
-3.34%

ATRAX Mutual Fund Performance

ATRAX performance across multiple time periods: 1-month 2.67%, YTD 0.14%, 1-year 14.56%, 3-year -0.52%, 5-year 5.00%, 10-year 5.52%.

ATRAX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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