ASCLX Mutual Fund

NAV$12.94

Returns Overview

1 Month
-0.31%
3 Months
+5.85%
6 Months
+3.85%
YTD
+3.68%
1 Year
+22.87%
3 Years (annualized)
+18.23%
5 Years (annualized)
+14.63%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+3.78%
vs Peers
-0.09%

ASCLX Mutual Fund Performance

ASCLX performance across multiple time periods: 1-month -0.31%, YTD 3.68%, 1-year 22.87%, 3-year 18.23%, 5-year 14.63%, 10-year 14.29%.

ASCLX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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