ATRAX Mutual Fund

ATRAX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-7.14%
3 Months
+4.48%
6 Months
+12.24%
YTD
-1.41%
1 Year
-0.86%
3 Years (annualized)
+2.77%
5 Years (annualized)
+2.91%
10 Years (annualized)
+5.46%

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)
-1.41%
Peer Avg (YTD)
+3.99%
vs Peers
-5.39%

ATRAX Mutual Fund Performance

ATRAX performance across multiple time periods: 1-month -7.14%, YTD -1.41%, 1-year -0.86%, 3-year 2.77%, 5-year 2.91%, 10-year 5.46%.

ATRAX returns trail the peer average of 3.99% 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.