ATGYX Mutual Fund

ATGYX Mutual Fund

NAV$56.64
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Returns Overview

1 Month
+0.55%
3 Months
-1.03%
6 Months
+6.44%
YTD
+20.23%
1 Year
+20.15%
3 Years (annualized)
+22.16%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP US Mid Cap Index(CRSPMI1)
This Mutual Fund (YTD)
+20.23%
Peer Avg (YTD)
+8.01%
vs Peers
+12.23%

ATGYX Mutual Fund Performance

ATGYX performance across multiple time periods: 1-month 0.55%, YTD 20.23%, 1-year 20.15%, 3-year 22.16%, 5-year 4.48%, 10-year 4.01%.

ATGYX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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