ATGRX Mutual Fund

NAV$14.26

Returns Overview

1 Month
-0.14%
3 Months
+2.00%
6 Months
-0.07%
YTD
+1.21%
1 Year
+3.57%
3 Years (annualized)
+5.92%
5 Years (annualized)
+0.33%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGRX 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)
+1.21%
Peer Avg (YTD)
+8.97%
vs Peers
-7.76%

ATGRX Mutual Fund Performance

ATGRX performance across multiple time periods: 1-month -0.14%, YTD 1.21%, 1-year 3.57%, 3-year 5.92%, 5-year 0.33%, 10-year 7.00%.

ATGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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