ASCQX Mutual Fund

ASCQX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
+0.83%
3 Months
+2.54%
6 Months
+15.17%
YTD
+21.06%
1 Year
+26.45%
3 Years (annualized)
+16.00%
5 Years (annualized)
+7.09%
10 Years (annualized)
+9.39%

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)
+21.06%
Peer Avg (YTD)
+15.20%
vs Peers
+5.86%

ASCQX Mutual Fund Performance

ASCQX performance across multiple time periods: 1-month 0.83%, YTD 21.06%, 1-year 26.45%, 3-year 16.00%, 5-year 7.09%, 10-year 9.39%.

ASCQX returns outperform the peer average of 15.20% 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.