ATGYX Mutual Fund

ATGYX Mutual Fund

NAV$57.84
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Returns Overview

1 Month
-2.24%
3 Months
-2.08%
6 Months
+18.22%
YTD
+19.58%
1 Year
+18.46%
3 Years (annualized)
+19.71%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGYX 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
CRSP US Mid Cap Index(CRSPMI1)
This Mutual Fund (YTD)
+19.58%
Peer Avg (YTD)
+6.73%
vs Peers
+12.85%

ATGYX Mutual Fund Performance

ATGYX performance across multiple time periods: 1-month -2.24%, YTD 19.58%, 1-year 18.46%, 3-year 19.71%, 5-year 2.19%, 10-year 3.94%.

ATGYX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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