ATEYX Mutual Fund

NAV$156.41
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Returns Overview

1 Month
+0.37%
3 Months
+13.76%
6 Months
+4.76%
YTD
+4.27%
1 Year
+15.93%
3 Years (annualized)
+10.88%
5 Years (annualized)
+4.41%
10 Years (annualized)
+12.10%

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

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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+8.97%
vs Peers
-4.70%

ATEYX Mutual Fund Performance

ATEYX performance across multiple time periods: 1-month 0.37%, YTD 4.27%, 1-year 15.93%, 3-year 10.88%, 5-year 4.41%, 10-year 12.10%.

ATEYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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