ATHGX Mutual Fund

ATHGX Mutual Fund

NAV$26.42
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Returns Overview

1 Month
+1.57%
3 Months
-1.11%
6 Months
+4.84%
YTD
+4.58%
1 Year
+0.74%
3 Years (annualized)
+13.89%
5 Years (annualized)
+3.55%
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)
+4.58%
Peer Avg (YTD)
+9.89%
vs Peers
-5.31%

ATHGX Mutual Fund Performance

ATHGX performance across multiple time periods: 1-month 1.57%, YTD 4.58%, 1-year 0.74%, 3-year 13.89%, 5-year 3.55%, 10-year 11.40%.

ATHGX returns trail the peer average of 9.89% 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.