ATHIX Mutual Fund

ATHIX Mutual Fund

NAV$25.87
See how much of ATHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
-5.37%
6 Months
+10.12%
YTD
+1.68%
1 Year
-0.58%
3 Years (annualized)
+13.88%
5 Years (annualized)
+3.55%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+6.73%
vs Peers
-5.04%

ATHIX Mutual Fund Performance

ATHIX performance across multiple time periods: 1-month -1.67%, YTD 1.68%, 1-year -0.58%, 3-year 13.88%, 5-year 3.55%, 10-year 11.57%.

ATHIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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