ATTCX Mutual Fund

ATTCX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-2.40%
3 Months
-1.49%
6 Months
+3.68%
YTD
+2.24%
1 Year
+3.76%
3 Years (annualized)
+7.89%
5 Years (annualized)
+2.71%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATTCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+7.09%
vs Peers
-4.84%

ATTCX Mutual Fund Performance

ATTCX performance across multiple time periods: 1-month -2.40%, YTD 2.24%, 1-year 3.76%, 3-year 7.89%, 5-year 2.71%, 10-year 5.28%.

ATTCX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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