ATHWX Mutual Fund

NAV$16.71

Returns Overview

1 Month
+2.70%
3 Months
+16.10%
6 Months
+8.30%
YTD
+7.08%
1 Year
+5.01%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.17%
10 Years (annualized)
+19.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHWX 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
PROUpgrade to run

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)
+7.08%
Peer Avg (YTD)
+10.82%
vs Peers
-3.74%

ATHWX Mutual Fund Performance

ATHWX performance across multiple time periods: 1-month 2.70%, YTD 7.08%, 1-year 5.01%, 3-year 14.45%, 5-year 7.17%, 10-year 19.22%.

ATHWX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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