ATEAX Mutual Fund

ATEAX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-0.62%
3 Months
-8.41%
6 Months
+3.78%
YTD
+2.38%
1 Year
+3.04%
3 Years (annualized)
+5.71%
5 Years (annualized)
+2.59%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+6.23%
vs Peers
-3.85%

ATEAX Mutual Fund Performance

ATEAX performance across multiple time periods: 1-month -0.62%, YTD 2.38%, 1-year 3.04%, 3-year 5.71%, 5-year 2.59%.

ATEAX returns trail the peer average of 6.23% 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.