ASCFX Mutual Fund

ASCFX Mutual Fund

NAV$28.22
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Returns Overview

1 Month
+3.07%
3 Months
+0.65%
6 Months
+5.61%
YTD
+18.73%
1 Year
+21.09%
3 Years (annualized)
+21.46%
5 Years (annualized)
+7.71%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.73%
Peer Avg (YTD)
+12.21%
vs Peers
+6.52%

ASCFX Mutual Fund Performance

ASCFX performance across multiple time periods: 1-month 3.07%, YTD 18.73%, 1-year 21.09%, 3-year 21.46%, 5-year 7.71%, 10-year 11.65%.

ASCFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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