ATRCX Mutual Fund

ATRCX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-2.94%
3 Months
+7.11%
6 Months
+2.81%
YTD
-3.17%
1 Year
+7.39%
3 Years (annualized)
-1.94%
5 Years (annualized)
+2.29%
10 Years (annualized)
+4.38%

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
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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)
-3.17%
Peer Avg (YTD)
+2.39%
vs Peers
-5.56%

ATRCX Mutual Fund Performance

ATRCX performance across multiple time periods: 1-month -2.94%, YTD -3.17%, 1-year 7.39%, 3-year -1.94%, 5-year 2.29%, 10-year 4.38%.

ATRCX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.85%, investors should weigh costs against performance when evaluating this mutual fund.

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