AASCX Mutual Fund

AASCX Mutual Fund

NAV$32.50
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Returns Overview

1 Month
-0.46%
3 Months
+3.35%
6 Months
+10.19%
YTD
+17.37%
1 Year
+19.93%
3 Years (annualized)
+11.29%
5 Years (annualized)
+5.46%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.37%
Peer Avg (YTD)
+9.89%
vs Peers
+7.48%

AASCX Mutual Fund Performance

AASCX performance across multiple time periods: 1-month -0.46%, YTD 17.37%, 1-year 19.93%, 3-year 11.29%, 5-year 5.46%, 10-year 11.15%.

AASCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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