AATSX Mutual Fund

NAV$20.45

Returns Overview

1 Month
+1.59%
3 Months
+4.66%
6 Months
+2.82%
YTD
+8.72%
1 Year
+17.86%
3 Years (annualized)
+14.14%
5 Years (annualized)
+6.73%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AATSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+18.52%
vs Peers
-9.81%

AATSX Mutual Fund Performance

AATSX performance across multiple time periods: 1-month 1.59%, YTD 8.72%, 1-year 17.86%, 3-year 14.14%, 5-year 6.73%, 10-year 10.72%.

AATSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

AATSX performance comparison shows side-by-side returns with another fund. AATSX alternatives are available in the Mutual Fund Screener.