ATHDX Mutual Fund

ATHDX Mutual Fund

NAV$26.91
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Returns Overview

1 Month
-1.68%
3 Months
-5.35%
6 Months
+10.20%
YTD
+1.78%
1 Year
-0.42%
3 Years (annualized)
+14.07%
5 Years (annualized)
+3.71%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHDX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+6.72%
vs Peers
-4.95%

ATHDX Mutual Fund Performance

ATHDX performance across multiple time periods: 1-month -1.68%, YTD 1.78%, 1-year -0.42%, 3-year 14.07%, 5-year 3.71%, 10-year 11.73%.

ATHDX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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