ATVPX Mutual Fund

ATVPX Mutual Fund

NAV$23.12
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Returns Overview

1 Month
+2.81%
3 Months
-0.72%
6 Months
+31.05%
YTD
+19.41%
1 Year
+18.47%
3 Years (annualized)
+38.29%
5 Years (annualized)
+18.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATVPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.41%
Peer Avg (YTD)
+8.68%
vs Peers
+10.73%

ATVPX Mutual Fund Performance

ATVPX performance across multiple time periods: 1-month 2.81%, YTD 19.41%, 1-year 18.47%, 3-year 38.29%, 5-year 18.04%.

ATVPX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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