ASCZX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
+10.20%
3 Months
+32.82%
6 Months
+23.14%
YTD
+21.20%
1 Year
+38.32%
3 Years (annualized)
+15.51%
5 Years (annualized)
-0.95%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCZX 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
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📉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

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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)
+21.20%
Peer Avg (YTD)
+18.52%
vs Peers
+2.68%

ASCZX Mutual Fund Performance

ASCZX performance across multiple time periods: 1-month 10.20%, YTD 21.20%, 1-year 38.32%, 3-year 15.51%, 5-year -0.95%, 10-year 12.21%.

ASCZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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