ATRFX Mutual Fund

ATRFX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-2.85%
3 Months
+7.41%
6 Months
+3.28%
YTD
-2.58%
1 Year
+8.46%
3 Years (annualized)
-0.95%
5 Years (annualized)
+3.32%
10 Years (annualized)
+5.49%

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
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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)
-2.58%
Peer Avg (YTD)
+2.39%
vs Peers
-4.97%

ATRFX Mutual Fund Performance

ATRFX performance across multiple time periods: 1-month -2.85%, YTD -2.58%, 1-year 8.46%, 3-year -0.95%, 5-year 3.32%, 10-year 5.49%.

ATRFX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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