ATGDX Mutual Fund

NAV$13.95

Returns Overview

1 Month
+0.79%
3 Months
+2.12%
6 Months
-1.13%
YTD
+1.09%
1 Year
+4.47%
3 Years (annualized)
+6.81%
5 Years (annualized)
+1.17%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+8.97%
vs Peers
-7.88%

ATGDX Mutual Fund Performance

ATGDX performance across multiple time periods: 1-month 0.79%, YTD 1.09%, 1-year 4.47%, 3-year 6.81%, 5-year 1.17%, 10-year 7.46%.

ATGDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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