AASOX Mutual Fund

AASOX Mutual Fund

NAV$22.95
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Returns Overview

1 Month
-0.23%
3 Months
+15.50%
6 Months
+16.84%
YTD
+18.35%
1 Year
+30.55%
3 Years (annualized)
+11.04%
5 Years (annualized)
-2.73%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASOX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+15.31%
vs Peers
+3.04%

AASOX Mutual Fund Performance

AASOX performance across multiple time periods: 1-month -0.23%, YTD 18.35%, 1-year 30.55%, 3-year 11.04%, 5-year -2.73%, 10-year 10.58%.

AASOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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