ATAGX Mutual Fund

ATAGX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-0.74%
3 Months
+2.88%
6 Months
+4.15%
YTD
+4.65%
1 Year
+1.72%
3 Years (annualized)
+2.33%
5 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATAGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+5.45%
vs Peers
-0.79%

ATAGX Mutual Fund Performance

ATAGX performance across multiple time periods: 1-month -0.74%, YTD 4.65%, 1-year 1.72%, 3-year 2.33%, 5-year 2.78%.

ATAGX returns trail the peer average of 5.45% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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