AATIX Mutual Fund

AATIX Mutual Fund

NAV$19.53
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Returns Overview

1 Month
-1.36%
3 Months
+3.93%
6 Months
+3.05%
YTD
+8.06%
1 Year
+12.93%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.02%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AATIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+15.31%
vs Peers
-7.25%

AATIX Mutual Fund Performance

AATIX performance across multiple time periods: 1-month -1.36%, YTD 8.06%, 1-year 12.93%, 3-year 11.81%, 5-year 6.02%, 10-year 9.45%.

AATIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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