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Atlas U.S. Tactical Income A (ATLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.29+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.66%
5-year average return0.79%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)11.49%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return11.49%
Worst 3-yr total return-4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATLAXCategory
YTD0.43%3.28%
1-month2.66%0.61%
3-month1.97%3.02%
1-year8.20%11.74%
3-year-3.49%6.56%
5-year0.63%5.38%
10-year0.00%4.87%
Last bull market17.76%8.64%
Last bear market-9.80%-5.09%

Annual total return (%) history

Year
ATLAXCategory
2024
N/AN/A
2023
11.49%N/A
2022
-19.97%N/A
2021
2.65%N/A
2020
6.22%7.29%
2019
8.34%11.20%
2018
-4.99%-3.14%
2017
5.47%6.25%
2016
6.07%5.55%
2015
N/A-2.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.83%N/AN/AN/A
20233.47%1.29%-4.63%11.54%
2022-8.48%-9.80%-7.79%5.12%
20210.45%2.56%-0.10%-0.26%
2020-9.30%6.00%2.66%7.62%
20193.79%-0.64%1.19%3.81%
2018-2.70%-0.74%2.55%-4.07%
20170.63%1.22%1.81%1.71%
20162.30%2.53%2.30%-1.15%
20151.50%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month7
3-month14
1-year26
3-year97
5-year94

Load adjusted returns

1-year4.41%
3-year-4.63%
5-year-0.09%
10-yearN/A