ATMAX Mutual Fund

ATMAX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-1.60%
3 Months
-1.33%
6 Months
+0.46%
YTD
+0.31%
1 Year
+2.24%
3 Years (annualized)
+6.31%
5 Years (annualized)
+2.88%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATMAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.50%
vs Peers
-0.19%

ATMAX Mutual Fund Performance

ATMAX performance across multiple time periods: 1-month -1.60%, YTD 0.31%, 1-year 2.24%, 3-year 6.31%, 5-year 2.88%, 10-year 3.57%.

ATMAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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