ASBAX Mutual Fund

ASBAX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+0.97%
3 Months
+0.31%
6 Months
+0.40%
YTD
+0.75%
1 Year
+1.48%
3 Years (annualized)
+4.07%
5 Years (annualized)
+1.91%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.72%
vs Peers
+0.03%

ASBAX Mutual Fund Performance

ASBAX performance across multiple time periods: 1-month 0.97%, YTD 0.75%, 1-year 1.48%, 3-year 4.07%, 5-year 1.91%, 10-year 1.68%.

ASBAX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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