ATRFX Mutual Fund

ATRFX Mutual Fund

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Returns Overview

1 Month
-7.22%
3 Months
+1.33%
6 Months
+8.84%
YTD
-1.28%
1 Year
-0.69%
3 Years (annualized)
+1.96%
5 Years (annualized)
+3.18%
10 Years (annualized)
+5.84%

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
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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)
-1.28%
Peer Avg (YTD)
+3.99%
vs Peers
-5.27%

ATRFX Mutual Fund Performance

ATRFX performance across multiple time periods: 1-month -7.22%, YTD -1.28%, 1-year -0.69%, 3-year 1.96%, 5-year 3.18%, 10-year 5.84%.

ATRFX returns trail the peer average of 3.99% 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.