ASCZX Mutual Fund

ASCZX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-1.50%
3 Months
+16.79%
6 Months
+19.09%
YTD
+21.29%
1 Year
+35.11%
3 Years (annualized)
+13.37%
5 Years (annualized)
-1.02%
10 Years (annualized)
+11.47%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.29%
Peer Avg (YTD)
+15.31%
vs Peers
+5.98%

ASCZX Mutual Fund Performance

ASCZX performance across multiple time periods: 1-month -1.50%, YTD 21.29%, 1-year 35.11%, 3-year 13.37%, 5-year -1.02%, 10-year 11.47%.

ASCZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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