ASCZX Mutual Fund

ASCZX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-1.61%
3 Months
+1.31%
6 Months
+18.32%
YTD
+20.96%
1 Year
+21.16%
3 Years (annualized)
+20.82%
5 Years (annualized)
-0.91%
10 Years (annualized)
+11.84%

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)
+20.96%
Peer Avg (YTD)
+12.21%
vs Peers
+8.75%

ASCZX Mutual Fund Performance

ASCZX performance across multiple time periods: 1-month -1.61%, YTD 20.96%, 1-year 21.16%, 3-year 20.82%, 5-year -0.91%, 10-year 11.84%.

ASCZX returns outperform the peer average of 12.21% 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.