ASCYX Mutual Fund

NAV$15.41

Returns Overview

1 Month
+10.31%
3 Months
+32.97%
6 Months
+23.31%
YTD
+21.28%
1 Year
+38.59%
3 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.28%
Peer Avg (YTD)
+18.52%
vs Peers
+2.76%

ASCYX Mutual Fund Performance

ASCYX performance across multiple time periods: 1-month 10.31%, YTD 21.28%, 1-year 38.59%, 3-year 15.63%.

ASCYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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