ATRFX Mutual Fund

NAV$10.72

Returns Overview

1 Month
+2.74%
3 Months
+22.77%
6 Months
+0.93%
YTD
+0.28%
1 Year
+14.90%
3 Years (annualized)
-0.26%
5 Years (annualized)
+5.24%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
BNP Paribas Catalyst Systematic Alpha Index
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+3.47%
vs Peers
-3.20%

ATRFX Mutual Fund Performance

ATRFX performance across multiple time periods: 1-month 2.74%, YTD 0.28%, 1-year 14.90%, 3-year -0.26%, 5-year 5.24%, 10-year 5.92%.

ATRFX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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