ATESX Mutual Fund

NAV$15.96

Returns Overview

1 Month
-5.07%
3 Months
+7.10%
6 Months
+5.92%
YTD
+6.05%
1 Year
+9.48%
3 Years (annualized)
+6.19%
5 Years (annualized)
+4.36%

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
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)
+6.05%
Peer Avg (YTD)
+3.78%
vs Peers
+2.28%

ATESX Mutual Fund Performance

ATESX performance across multiple time periods: 1-month -5.07%, YTD 6.05%, 1-year 9.48%, 3-year 6.19%, 5-year 4.36%.

ATESX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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