ASCDX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+0.09%
3 Months
+1.03%
6 Months
+0.86%
YTD
+0.86%
1 Year
+3.25%
3 Years (annualized)
+4.77%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.09%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+3.23%
vs Peers
-2.37%

ASCDX Mutual Fund Performance

ASCDX performance across multiple time periods: 1-month 0.09%, YTD 0.86%, 1-year 3.25%, 3-year 4.77%, 5-year 1.57%, 10-year 2.09%.

ASCDX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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