ATGRX Mutual Fund

ATGRX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-2.79%
3 Months
-2.31%
6 Months
+5.84%
YTD
-0.99%
1 Year
+0.54%
3 Years (annualized)
+7.87%
5 Years (annualized)
-0.46%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGRX 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 EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+8.68%
vs Peers
-9.67%

ATGRX Mutual Fund Performance

ATGRX performance across multiple time periods: 1-month -2.79%, YTD -0.99%, 1-year 0.54%, 3-year 7.87%, 5-year -0.46%, 10-year 6.30%.

ATGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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