ATEYX Mutual Fund

ATEYX Mutual Fund

NAV$151.55
See how much of ATEYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
-0.49%
6 Months
+0.63%
YTD
+1.01%
1 Year
-2.30%
3 Years (annualized)
+10.06%
5 Years (annualized)
-0.17%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATEYX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+5.14%
vs Peers
-4.13%

ATEYX Mutual Fund Performance

ATEYX performance across multiple time periods: 1-month -0.99%, YTD 1.01%, 1-year -2.30%, 3-year 10.06%, 5-year -0.17%, 10-year 10.14%.

ATEYX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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