ATLCX Mutual Fund

ATLCX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
+0.69%
3 Months
-0.58%
6 Months
-1.56%
YTD
-0.01%
1 Year
+3.72%
3 Years (annualized)
+7.54%
5 Years (annualized)
+0.10%
10 Years (annualized)
+0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATLCX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+3.78%
vs Peers
-3.79%

ATLCX Mutual Fund Performance

ATLCX performance across multiple time periods: 1-month 0.69%, YTD -0.01%, 1-year 3.72%, 3-year 7.54%, 5-year 0.10%, 10-year 0.24%.

ATLCX returns trail the peer average of 3.78% YTD. With an expense ratio of 6.81%, investors should weigh costs against performance when evaluating this mutual fund.

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