ATHWX Mutual Fund

ATHWX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
+1.55%
3 Months
-1.26%
6 Months
+4.52%
YTD
+4.12%
1 Year
+0.05%
3 Years (annualized)
+13.10%
5 Years (annualized)
+2.83%
10 Years (annualized)
+10.79%

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)
+4.12%
Peer Avg (YTD)
+9.89%
vs Peers
-5.77%

ATHWX Mutual Fund Performance

ATHWX performance across multiple time periods: 1-month 1.55%, YTD 4.12%, 1-year 0.05%, 3-year 13.10%, 5-year 2.83%, 10-year 10.79%.

ATHWX returns trail the peer average of 9.89% 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.