ATHGX Mutual Fund

ATHGX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
-5.26%
3 Months
+2.88%
6 Months
+3.08%
YTD
+2.96%
1 Year
-1.21%
3 Years (annualized)
+12.11%
5 Years (annualized)
+3.43%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHGX 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)
+2.96%
Peer Avg (YTD)
+9.54%
vs Peers
-6.58%

ATHGX Mutual Fund Performance

ATHGX performance across multiple time periods: 1-month -5.26%, YTD 2.96%, 1-year -1.21%, 3-year 12.11%, 5-year 3.43%, 10-year 11.40%.

ATHGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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