ASCLX Mutual Fund

ASCLX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
+0.47%
3 Months
+2.50%
6 Months
+3.58%
YTD
+4.17%
1 Year
+8.43%
3 Years (annualized)
+10.75%
5 Years (annualized)
+6.51%
10 Years (annualized)
+7.74%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+4.85%
vs Peers
-0.68%

ASCLX Mutual Fund Performance

ASCLX performance across multiple time periods: 1-month 0.47%, YTD 4.17%, 1-year 8.43%, 3-year 10.75%, 5-year 6.51%, 10-year 7.74%.

ASCLX returns trail the peer average of 4.85% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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