ATRAX Mutual Fund

ATRAX Mutual Fund

NAV$11.67
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Returns Overview

1 Month
+6.50%
3 Months
+6.03%
6 Months
+30.06%
YTD
+6.17%
1 Year
+9.53%
3 Years (annualized)
+0.18%
5 Years (annualized)
+2.81%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRAX 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
BNP Paribas Catalyst Systematic Alpha Index
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+5.40%
vs Peers
+0.77%

ATRAX Mutual Fund Performance

ATRAX performance across multiple time periods: 1-month 6.50%, YTD 6.17%, 1-year 9.53%, 3-year 0.18%, 5-year 2.81%, 10-year 5.38%.

ATRAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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