ATVPX Mutual Fund

ATVPX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
-9.92%
3 Months
-4.45%
6 Months
+1.84%
YTD
+7.56%
1 Year
+4.21%
3 Years (annualized)
+38.68%
5 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATVPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+5.23%
vs Peers
+2.33%

ATVPX Mutual Fund Performance

ATVPX performance across multiple time periods: 1-month -9.92%, YTD 7.56%, 1-year 4.21%, 3-year 38.68%, 5-year 10.48%.

ATVPX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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