ASCDX Mutual Fund

ASCDX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+0.10%
3 Months
+0.49%
6 Months
+0.65%
YTD
+0.96%
1 Year
+3.26%
3 Years (annualized)
+4.62%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCDX 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
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

ASCDX Mutual Fund Performance

ASCDX performance across multiple time periods: 1-month 0.10%, YTD 0.96%, 1-year 3.26%, 3-year 4.62%, 5-year 1.57%, 10-year 2.01%.

ASCDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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