ATEAX Mutual Fund

NAV$16.02

Returns Overview

1 Month
-5.01%
3 Months
+7.21%
6 Months
+6.11%
YTD
+6.18%
1 Year
+9.78%
3 Years (annualized)
+6.49%
5 Years (annualized)
+6.00%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+3.78%
vs Peers
+2.40%

ATEAX Mutual Fund Performance

ATEAX performance across multiple time periods: 1-month -5.01%, YTD 6.18%, 1-year 9.78%, 3-year 6.49%, 5-year 6.00%.

ATEAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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