ATACX Mutual Fund

ATACX Mutual Fund

NAV$43.11
See how much of ATACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
-1.98%
6 Months
+7.66%
YTD
+9.82%
1 Year
+6.74%
3 Years (annualized)
+17.04%
5 Years (annualized)
+0.17%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATACX 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
PROUpgrade to run

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)
+9.82%
Peer Avg (YTD)
+4.96%
vs Peers
+4.86%

ATACX Mutual Fund Performance

ATACX performance across multiple time periods: 1-month -0.73%, YTD 9.82%, 1-year 6.74%, 3-year 17.04%, 5-year 0.17%, 10-year 7.28%.

ATACX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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