ATEAX Mutual Fund

ATEAX Mutual Fund

NAV$15.91
See how much of ATEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.97%
3 Months
-0.37%
6 Months
+2.63%
YTD
+3.02%
1 Year
+4.44%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATEAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+4.85%
vs Peers
-1.83%

ATEAX Mutual Fund Performance

ATEAX performance across multiple time periods: 1-month -2.97%, YTD 3.02%, 1-year 4.44%, 3-year 5.07%, 5-year 3.25%.

ATEAX returns trail the peer average of 4.85% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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