ATGRX Mutual Fund

ATGRX Mutual Fund

NAV$13.99
See how much of ATGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.22%
3 Months
-1.76%
6 Months
-0.43%
YTD
-1.21%
1 Year
+0.11%
3 Years (annualized)
+10.55%
5 Years (annualized)
-0.94%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGRX 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)
-1.21%
Peer Avg (YTD)
+5.23%
vs Peers
-6.44%

ATGRX Mutual Fund Performance

ATGRX performance across multiple time periods: 1-month -0.22%, YTD -1.21%, 1-year 0.11%, 3-year 10.55%, 5-year -0.94%, 10-year 6.09%.

ATGRX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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