AATIX Mutual Fund

AATIX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
-7.56%
3 Months
-11.23%
6 Months
+0.28%
YTD
-2.76%
1 Year
-2.81%
3 Years (annualized)
+11.51%
5 Years (annualized)
+5.33%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AATIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
-2.76%
Peer Avg (YTD)
+10.34%
vs Peers
-13.10%

AATIX Mutual Fund Performance

AATIX performance across multiple time periods: 1-month -7.56%, YTD -2.76%, 1-year -2.81%, 3-year 11.51%, 5-year 5.33%, 10-year 9.12%.

AATIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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