ATCAX Mutual Fund

ATCAX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-1.01%
3 Months
-4.33%
6 Months
-1.38%
YTD
-1.97%
1 Year
-1.87%
3 Years (annualized)
+4.23%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATCAX 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
HFRX Absolute Return Index(^HFRXAR)
This Mutual Fund (YTD)
-1.97%
Peer Avg (YTD)
+5.11%
vs Peers
-7.09%

ATCAX Mutual Fund Performance

ATCAX performance across multiple time periods: 1-month -1.01%, YTD -1.97%, 1-year -1.87%, 3-year 4.23%, 5-year 0.03%, 10-year 1.37%.

ATCAX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.59%, investors should weigh costs against performance when evaluating this mutual fund.

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