ATVIX Mutual Fund

ATVIX Mutual Fund

NAV$8.47
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Returns Overview

1 Month
+22.41%
3 Months
+12.36%
6 Months
+16.44%
YTD
+21.07%
1 Year
+34.64%
3 Years (annualized)
+3.31%
5 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATVIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.07%
Peer Avg (YTD)
+21.07%
vs Peers
+0.00%

ATVIX Mutual Fund Performance

ATVIX performance across multiple time periods: 1-month 22.41%, YTD 21.07%, 1-year 34.64%, 3-year 3.31%, 5-year 10.80%.

ATVIX returns outperform the peer average of 21.07% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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