ASCQX Mutual Fund

ASCQX Mutual Fund

NAV$21.90
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Returns Overview

1 Month
-4.25%
3 Months
+5.93%
6 Months
+15.56%
YTD
+20.06%
1 Year
+33.74%
3 Years (annualized)
+14.69%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.41%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.06%
Peer Avg (YTD)
+15.31%
vs Peers
+4.74%

ASCQX Mutual Fund Performance

ASCQX performance across multiple time periods: 1-month -4.25%, YTD 20.06%, 1-year 33.74%, 3-year 14.69%, 5-year 7.32%, 10-year 9.41%.

ASCQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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