ATRCX Mutual Fund

NAV$10.42

Returns Overview

1 Month
+2.63%
3 Months
+22.53%
6 Months
+0.43%
YTD
-0.24%
1 Year
+13.62%
3 Years (annualized)
-1.26%
5 Years (annualized)
+4.19%
10 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRCX 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)
-0.24%
Peer Avg (YTD)
+3.47%
vs Peers
-3.71%

ATRCX Mutual Fund Performance

ATRCX performance across multiple time periods: 1-month 2.63%, YTD -0.24%, 1-year 13.62%, 3-year -1.26%, 5-year 4.19%, 10-year 4.80%.

ATRCX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.85%, investors should weigh costs against performance when evaluating this mutual fund.

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