ASCYX Mutual Fund

ASCYX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
+2.82%
3 Months
+11.66%
6 Months
+24.92%
YTD
+24.81%
1 Year
+33.16%
3 Years (annualized)
+15.83%
5 Years (annualized)
-0.95%
10 Years (annualized)
+11.08%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+24.81%
Peer Avg (YTD)
+15.20%
vs Peers
+9.61%

ASCYX Mutual Fund Performance

ASCYX performance across multiple time periods: 1-month 2.82%, YTD 24.81%, 1-year 33.16%, 3-year 15.83%, 5-year -0.95%, 10-year 11.08%.

ASCYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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