ATHIX Mutual Fund

ATHIX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
+1.58%
3 Months
-1.11%
6 Months
+4.84%
YTD
+4.58%
1 Year
+0.70%
3 Years (annualized)
+13.88%
5 Years (annualized)
+3.55%
10 Years (annualized)
+11.57%

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
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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%

ATHIX Mutual Fund Performance

ATHIX performance across multiple time periods: 1-month 1.58%, YTD 4.58%, 1-year 0.70%, 3-year 13.88%, 5-year 3.55%, 10-year 11.57%.

ATHIX 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.

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