ATHIX Mutual Fund

NAV$26.21

Returns Overview

1 Month
+2.76%
3 Months
+16.37%
6 Months
+8.68%
YTD
+7.46%
1 Year
+5.73%
3 Years (annualized)
+19.23%
5 Years (annualized)
+7.38%
10 Years (annualized)
+13.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHIX 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
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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)
+7.46%
Peer Avg (YTD)
+10.82%
vs Peers
-3.36%

ATHIX Mutual Fund Performance

ATHIX performance across multiple time periods: 1-month 2.76%, YTD 7.46%, 1-year 5.73%, 3-year 19.23%, 5-year 7.38%, 10-year 13.64%.

ATHIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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