ATECX Mutual Fund

NAV$149.49

Returns Overview

1 Month
-2.17%
3 Months
+1.81%
6 Months
-1.35%
YTD
+0.42%
1 Year
+14.80%
3 Years (annualized)
+9.79%
5 Years (annualized)
+3.37%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATECX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+8.97%
vs Peers
-8.55%

ATECX Mutual Fund Performance

ATECX performance across multiple time periods: 1-month -2.17%, YTD 0.42%, 1-year 14.80%, 3-year 9.79%, 5-year 3.37%, 10-year 10.98%.

ATECX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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