ATEYX Mutual Fund

ATEYX Mutual Fund

NAV$152.78
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Returns Overview

1 Month
-2.65%
3 Months
+1.13%
6 Months
+1.36%
YTD
+1.51%
1 Year
+2.48%
3 Years (annualized)
+5.55%
5 Years (annualized)
+1.21%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATEYX 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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+6.23%
vs Peers
-4.72%

ATEYX Mutual Fund Performance

ATEYX performance across multiple time periods: 1-month -2.65%, YTD 1.51%, 1-year 2.48%, 3-year 5.55%, 5-year 1.21%, 10-year 10.18%.

ATEYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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