ATTIX Mutual Fund

ATTIX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
+0.84%
3 Months
+1.40%
6 Months
+2.88%
YTD
+5.58%
1 Year
+8.69%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.94%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATTIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+8.76%
vs Peers
-3.18%

ATTIX Mutual Fund Performance

ATTIX performance across multiple time periods: 1-month 0.84%, YTD 5.58%, 1-year 8.69%, 3-year 9.19%, 5-year 3.94%, 10-year 6.15%.

ATTIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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