ATHDX Mutual Fund

NAV$27.77

Returns Overview

1 Month
+2.77%
3 Months
+16.42%
6 Months
+8.79%
YTD
+7.53%
1 Year
+5.92%
3 Years (annualized)
+19.56%
5 Years (annualized)
+9.75%
10 Years (annualized)
+20.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+10.82%
vs Peers
-3.29%

ATHDX Mutual Fund Performance

ATHDX performance across multiple time periods: 1-month 2.77%, YTD 7.53%, 1-year 5.92%, 3-year 19.56%, 5-year 9.75%, 10-year 20.19%.

ATHDX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

ATHDX performance comparison shows side-by-side returns with another fund. ATHDX alternatives are available in the Mutual Fund Screener.