ASCQX Mutual Fund

NAV$22.35

Returns Overview

1 Month
+6.21%
3 Months
+24.70%
6 Months
+26.09%
YTD
+25.39%
1 Year
+42.87%
3 Years (annualized)
+18.56%
5 Years (annualized)
+10.86%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCQX 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 Index(^RUT)
This Mutual Fund (YTD)
+25.39%
Peer Avg (YTD)
+18.52%
vs Peers
+6.86%

ASCQX Mutual Fund Performance

ASCQX performance across multiple time periods: 1-month 6.21%, YTD 25.39%, 1-year 42.87%, 3-year 18.56%, 5-year 10.86%, 10-year 13.89%.

ASCQX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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