ATEZX Mutual Fund

ATEZX Mutual Fund

NAV$141.24
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Returns Overview

1 Month
+0.37%
3 Months
+13.78%
6 Months
+4.79%
YTD
+4.31%
1 Year
+17.02%
3 Years (annualized)
+13.90%

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)
+4.31%
Peer Avg (YTD)
+8.97%
vs Peers
-4.66%

ATEZX Mutual Fund Performance

ATEZX performance across multiple time periods: 1-month 0.37%, YTD 4.31%, 1-year 17.02%, 3-year 13.90%.

ATEZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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