ATGDX Mutual Fund

ATGDX Mutual Fund

NAV$13.81
See how much of ATGDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.07%
3 Months
-1.51%
YTD
-0.43%
1 Year
+1.00%
3 Years (annualized)
+11.49%
5 Years (annualized)
-0.09%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+5.23%
vs Peers
-5.67%

ATGDX Mutual Fund Performance

ATGDX performance across multiple time periods: 1-month -0.07%, YTD -0.43%, 1-year 1.00%, 3-year 11.49%, 5-year -0.09%, 10-year 6.99%.

ATGDX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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