ASDAX Mutual Fund

ASDAX Mutual Fund

NAV$9.98
See how much of ASDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
+0.56%
6 Months
+0.76%
YTD
+1.53%
1 Year
+2.95%
3 Years (annualized)
+4.70%
5 Years (annualized)
+3.05%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+2.15%
vs Peers
-0.62%

ASDAX Mutual Fund Performance

ASDAX performance across multiple time periods: 1-month 0.30%, YTD 1.53%, 1-year 2.95%, 3-year 4.70%, 5-year 3.05%, 10-year 2.61%.

ASDAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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