ATHYX Mutual Fund

ATHYX Mutual Fund

NAV$26.91
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Returns Overview

1 Month
-1.64%
3 Months
-5.31%
6 Months
+10.19%
YTD
+1.81%
1 Year
-0.42%
3 Years (annualized)
+18.15%
5 Years (annualized)
+8.01%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATHYX 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)
+1.81%
Peer Avg (YTD)
+6.73%
vs Peers
-4.91%

ATHYX Mutual Fund Performance

ATHYX performance across multiple time periods: 1-month -1.64%, YTD 1.81%, 1-year -0.42%, 3-year 18.15%, 5-year 8.01%, 10-year 11.55%.

ATHYX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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