AASCX Mutual Fund

NAV$32.96

Returns Overview

1 Month
+4.36%
3 Months
+18.18%
6 Months
+18.52%
YTD
+17.21%
1 Year
+21.90%
3 Years (annualized)
+11.71%
5 Years (annualized)
+6.50%
10 Years (annualized)
+12.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+10.82%
vs Peers
+6.39%

AASCX Mutual Fund Performance

AASCX performance across multiple time periods: 1-month 4.36%, YTD 17.21%, 1-year 21.90%, 3-year 11.71%, 5-year 6.50%, 10-year 12.03%.

AASCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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