ATRCX Mutual Fund

ATRCX Mutual Fund

NAV$11.00
See how much of ATRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.54%
3 Months
+5.83%
6 Months
+29.68%
YTD
+5.58%
1 Year
+8.77%
3 Years (annualized)
-0.62%
5 Years (annualized)
+2.05%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.58%
Peer Avg (YTD)
+5.40%
vs Peers
+0.18%

ATRCX Mutual Fund Performance

ATRCX performance across multiple time periods: 1-month 6.54%, YTD 5.58%, 1-year 8.77%, 3-year -0.62%, 5-year 2.05%, 10-year 4.65%.

ATRCX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.85%, investors should weigh costs against performance when evaluating this mutual fund.

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