ATTIX Mutual Fund

ATTIX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-2.30%
3 Months
-1.17%
6 Months
+4.34%
YTD
+3.15%
1 Year
+5.00%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.94%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATTIX 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)
+3.15%
Peer Avg (YTD)
+7.09%
vs Peers
-3.93%

ATTIX Mutual Fund Performance

ATTIX performance across multiple time periods: 1-month -2.30%, YTD 3.15%, 1-year 5.00%, 3-year 9.19%, 5-year 3.94%, 10-year 6.15%.

ATTIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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