ATHWX Mutual Fund

ATHWX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-6.38%
3 Months
-6.55%
6 Months
-4.06%
YTD
-5.26%
1 Year
-7.89%
3 Years (annualized)
+14.70%
5 Years (annualized)
+0.73%
10 Years (annualized)
+10.42%

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
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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)
-5.26%
Peer Avg (YTD)
+8.01%
vs Peers
-13.27%

ATHWX Mutual Fund Performance

ATHWX performance across multiple time periods: 1-month -6.38%, YTD -5.26%, 1-year -7.89%, 3-year 14.70%, 5-year 0.73%, 10-year 10.42%.

ATHWX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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