ATESX Mutual Fund

ATESX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-2.95%
3 Months
-0.44%
6 Months
+2.53%
YTD
+2.93%
1 Year
+4.15%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATESX 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)
+2.93%
Peer Avg (YTD)
+4.85%
vs Peers
-1.92%

ATESX Mutual Fund Performance

ATESX performance across multiple time periods: 1-month -2.95%, YTD 2.93%, 1-year 4.15%, 3-year 4.81%, 5-year 2.98%.

ATESX returns trail the peer average of 4.85% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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