ATHDX Mutual Fund

ATHDX Mutual Fund

NAV$26.94
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Returns Overview

1 Month
-5.24%
3 Months
+2.92%
6 Months
+3.17%
YTD
+3.08%
1 Year
-1.07%
3 Years (annualized)
+12.27%
5 Years (annualized)
+3.58%
10 Years (annualized)
+11.58%

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
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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)
+3.08%
Peer Avg (YTD)
+9.54%
vs Peers
-6.46%

ATHDX Mutual Fund Performance

ATHDX performance across multiple time periods: 1-month -5.24%, YTD 3.08%, 1-year -1.07%, 3-year 12.27%, 5-year 3.58%, 10-year 11.58%.

ATHDX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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