ASCQX Mutual Fund

ASCQX Mutual Fund

NAV$21.51
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Returns Overview

1 Month
+3.49%
3 Months
+0.09%
6 Months
+6.03%
YTD
+20.17%
1 Year
+24.54%
3 Years (annualized)
+19.75%
5 Years (annualized)
+6.51%
10 Years (annualized)
+9.83%

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
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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)
+20.17%
Peer Avg (YTD)
+12.21%
vs Peers
+7.96%

ASCQX Mutual Fund Performance

ASCQX performance across multiple time periods: 1-month 3.49%, YTD 20.17%, 1-year 24.54%, 3-year 19.75%, 5-year 6.51%, 10-year 9.83%.

ASCQX returns outperform the peer average of 12.21% 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.