ASCGX Mutual Fund

NAV$27.95

Returns Overview

1 Month
+8.91%
3 Months
+36.95%
6 Months
+32.81%
YTD
+30.97%
1 Year
+50.40%
3 Years (annualized)
+21.69%
5 Years (annualized)
+4.05%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+30.97%
Peer Avg (YTD)
+18.52%
vs Peers
+12.45%

ASCGX Mutual Fund Performance

ASCGX performance across multiple time periods: 1-month 8.91%, YTD 30.97%, 1-year 50.40%, 3-year 21.69%, 5-year 4.05%, 10-year 14.21%.

ASCGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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