ATECX Mutual Fund

ATECX Mutual Fund

NAV$150.13
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Returns Overview

1 Month
-1.07%
3 Months
-2.41%
6 Months
+10.74%
YTD
+1.26%
1 Year
+68.69%
3 Years (annualized)
+27.24%
5 Years (annualized)
+10.78%
10 Years (annualized)
+15.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATECX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+8.68%
vs Peers
-7.42%

ATECX Mutual Fund Performance

ATECX performance across multiple time periods: 1-month -1.07%, YTD 1.26%, 1-year 68.69%, 3-year 27.24%, 5-year 10.78%, 10-year 15.10%.

ATECX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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