ASADX Mutual Fund

ASADX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+0.24%
3 Months
+0.56%
6 Months
+0.77%
YTD
+1.65%
1 Year
+3.30%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.35%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASADX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+2.15%
vs Peers
-0.51%

ASADX Mutual Fund Performance

ASADX performance across multiple time periods: 1-month 0.24%, YTD 1.65%, 1-year 3.30%, 3-year 5.36%, 5-year 2.35%, 10-year 2.72%.

ASADX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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