ATMCX Mutual Fund

ATMCX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-1.67%
3 Months
-1.52%
6 Months
+1.07%
YTD
+1.51%
1 Year
+1.48%
3 Years (annualized)
+5.51%
5 Years (annualized)
+2.10%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATMCX 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)
+1.51%
Peer Avg (YTD)
+0.50%
vs Peers
+1.01%

ATMCX Mutual Fund Performance

ATMCX performance across multiple time periods: 1-month -1.67%, YTD 1.51%, 1-year 1.48%, 3-year 5.51%, 5-year 2.10%, 10-year 2.79%.

ATMCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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