AATSX Mutual Fund

AATSX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
+7.65%
3 Months
-3.10%
6 Months
+0.77%
YTD
+4.78%
1 Year
+8.59%
3 Years (annualized)
+14.94%
5 Years (annualized)
+5.95%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AATSX 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
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📉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)
+4.78%
Peer Avg (YTD)
+12.21%
vs Peers
-7.42%

AATSX Mutual Fund Performance

AATSX performance across multiple time periods: 1-month 7.65%, YTD 4.78%, 1-year 8.59%, 3-year 14.94%, 5-year 5.95%, 10-year 10.03%.

AATSX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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