ASCRX Mutual Fund

NAV$20.17

Returns Overview

1 Month
+6.12%
3 Months
+24.43%
6 Months
+25.64%
YTD
+24.95%
1 Year
+41.78%
3 Years (annualized)
+17.73%
5 Years (annualized)
+10.30%
10 Years (annualized)
+11.50%

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
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)
+24.95%
Peer Avg (YTD)
+18.52%
vs Peers
+6.43%

ASCRX Mutual Fund Performance

ASCRX performance across multiple time periods: 1-month 6.12%, YTD 24.95%, 1-year 41.78%, 3-year 17.73%, 5-year 10.30%, 10-year 11.50%.

ASCRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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