ATEYX Mutual Fund

ATEYX Mutual Fund

NAV$153.69
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Returns Overview

1 Month
-0.99%
3 Months
-2.16%
6 Months
+11.30%
YTD
+2.02%
1 Year
-0.55%
3 Years (annualized)
+7.41%
5 Years (annualized)
+0.47%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATEYX 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)
+2.02%
Peer Avg (YTD)
+8.68%
vs Peers
-6.66%

ATEYX Mutual Fund Performance

ATEYX performance across multiple time periods: 1-month -0.99%, YTD 2.02%, 1-year -0.55%, 3-year 7.41%, 5-year 0.47%, 10-year 10.16%.

ATEYX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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