ASCRX Mutual Fund

ASCRX Mutual Fund

NAV$20.14
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Returns Overview

1 Month
-4.27%
3 Months
+5.78%
6 Months
+15.23%
YTD
+19.62%
1 Year
+32.80%
3 Years (annualized)
+13.91%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCRX 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)
+19.62%
Peer Avg (YTD)
+15.31%
vs Peers
+4.31%

ASCRX Mutual Fund Performance

ASCRX performance across multiple time periods: 1-month -4.27%, YTD 19.62%, 1-year 32.80%, 3-year 13.91%, 5-year 6.58%, 10-year 8.65%.

ASCRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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