AASOX Mutual Fund

AASOX Mutual Fund

NAV$22.21
See how much of AASOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.14%
3 Months
+0.50%
6 Months
+16.07%
YTD
+17.30%
1 Year
+17.46%
3 Years (annualized)
+17.73%
5 Years (annualized)
-2.69%
10 Years (annualized)
+9.31%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.30%
Peer Avg (YTD)
+12.21%
vs Peers
+5.09%

AASOX Mutual Fund Performance

AASOX performance across multiple time periods: 1-month -0.14%, YTD 17.30%, 1-year 17.46%, 3-year 17.73%, 5-year -2.69%, 10-year 9.31%.

AASOX returns outperform the peer average of 12.21% 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.