ATRFX Mutual Fund

ATRFX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
+6.59%
3 Months
+6.10%
6 Months
+30.27%
YTD
+6.40%
1 Year
+9.91%
3 Years (annualized)
+0.42%
5 Years (annualized)
+3.07%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATRFX 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)
+6.40%
Peer Avg (YTD)
+5.40%
vs Peers
+1.00%

ATRFX Mutual Fund Performance

ATRFX performance across multiple time periods: 1-month 6.59%, YTD 6.40%, 1-year 9.91%, 3-year 0.42%, 5-year 3.07%, 10-year 5.76%.

ATRFX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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