ATHAX Mutual Fund

ATHAX Mutual Fund

NAV$17.35
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Returns Overview

1 Month
+1.50%
3 Months
-1.28%
6 Months
+4.57%
YTD
+4.25%
1 Year
+0.26%
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)
+4.25%
Peer Avg (YTD)
+9.89%
vs Peers
-5.64%

ATHAX Mutual Fund Performance

ATHAX performance across multiple time periods: 1-month 1.50%, YTD 4.25%, 1-year 0.26%, 3-year 13.37%, 5-year 3.08%, 10-year 11.06%.

ATHAX returns trail the peer average of 9.89% 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.