ASCGX Mutual Fund

ASCGX Mutual Fund

NAV$25.98
See how much of ASCGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
-4.99%
6 Months
+11.89%
YTD
+15.86%
1 Year
+21.55%
3 Years (annualized)
+18.10%
5 Years (annualized)
+1.28%
10 Years (annualized)
+11.65%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+15.20%
vs Peers
+0.66%

ASCGX Mutual Fund Performance

ASCGX performance across multiple time periods: 1-month -0.97%, YTD 15.86%, 1-year 21.55%, 3-year 18.10%, 5-year 1.28%, 10-year 11.65%.

ASCGX returns outperform the peer average of 15.20% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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