ATPAX Mutual Fund

ATPAX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-2.14%
3 Months
-1.36%
6 Months
+0.37%
YTD
-0.08%
1 Year
+1.44%
3 Years (annualized)
+5.75%
5 Years (annualized)
+3.02%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATPAX 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 Corporate High Yield Total Return Index
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.50%
vs Peers
-0.57%

ATPAX Mutual Fund Performance

ATPAX performance across multiple time periods: 1-month -2.14%, YTD -0.08%, 1-year 1.44%, 3-year 5.75%, 5-year 3.02%, 10-year 3.77%.

ATPAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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