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Athena Behavioral Tactical I (ATVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.01-0.18 (-1.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.09%
5-year average return8.29%
Number of years up6
Number of years down2
Best 1-yr total return (11 Apr 2024)28.16%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return28.16%
Worst 3-yr total return3.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATVIXCategory
YTD4.74%9.69%
1-month3.41%0.97%
3-month4.74%5.21%
1-year11.43%27.45%
3-year-2.15%8.85%
5-year10.09%8.56%
10-year0.00%5.61%
Last bull market69.32%10.63%
Last bear market-10.22%-12.05%

Annual total return (%) history

Year
ATVIXCategory
2024
N/AN/A
2023
7.26%N/A
2022
-15.72%N/A
2021
22.54%N/A
2020
22.07%9.83%
2019
28.16%14.61%
2018
-12.01%-7.70%
2017
6.31%12.63%
2016
17.31%5.99%
2015
N/A-5.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%N/AN/AN/A
20230.82%0.92%-6.98%13.33%
2022-6.76%-10.22%0.10%0.58%
202123.84%6.70%-8.19%1.01%
2020-20.28%5.96%4.57%38.21%
201912.23%3.89%1.39%8.40%
20181.51%0.10%0.00%-13.40%
2017-0.71%1.22%0.50%5.25%
20165.60%0.33%4.85%5.60%
2015-14.66%6.39%N/AN/A

Rank in category (by total return)

YTD63
1-month21
3-month63
1-year55
3-year93
5-year12

Load adjusted returns

1-year11.43%
3-year-2.15%
5-year10.09%
10-yearN/A