ATHAX Mutual Fund

ATHAX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
-1.65%
3 Months
-5.45%
6 Months
+9.89%
YTD
+1.40%
1 Year
-0.98%
3 Years (annualized)
+13.37%
5 Years (annualized)
+3.08%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+6.72%
vs Peers
-5.32%

ATHAX Mutual Fund Performance

ATHAX performance across multiple time periods: 1-month -1.65%, YTD 1.40%, 1-year -0.98%, 3-year 13.37%, 5-year 3.08%, 10-year 11.06%.

ATHAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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