ATHWX Mutual Fund

ATHWX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
-1.70%
3 Months
-5.50%
6 Months
+9.71%
YTD
+1.19%
1 Year
-1.24%
3 Years (annualized)
+13.10%
5 Years (annualized)
+2.83%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHWX 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)
+1.19%
Peer Avg (YTD)
+6.72%
vs Peers
-5.53%

ATHWX Mutual Fund Performance

ATHWX performance across multiple time periods: 1-month -1.70%, YTD 1.19%, 1-year -1.24%, 3-year 13.10%, 5-year 2.83%, 10-year 10.79%.

ATHWX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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