ATEZX Mutual Fund

ATEZX Mutual Fund

NAV$138.62
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Returns Overview

1 Month
-2.64%
3 Months
+1.14%
6 Months
+1.40%
YTD
+1.55%
1 Year
+2.55%
3 Years (annualized)
+5.61%
5 Years (annualized)
+1.27%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATEZX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+6.23%
vs Peers
-4.68%

ATEZX Mutual Fund Performance

ATEZX performance across multiple time periods: 1-month -2.64%, YTD 1.55%, 1-year 2.55%, 3-year 5.61%, 5-year 1.27%, 10-year 10.08%.

ATEZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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