ASDEX Mutual Fund

ASDEX Mutual Fund

NAV$141.34
See how much of ASDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.68%
3 Months
-1.63%
6 Months
+1.51%
YTD
+1.62%
1 Year
+10.64%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.02%
10 Years (annualized)
+15.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDEX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+6.23%
vs Peers
-4.62%

ASDEX Mutual Fund Performance

ASDEX performance across multiple time periods: 1-month -2.68%, YTD 1.62%, 1-year 10.64%, 3-year 16.17%, 5-year 10.02%, 10-year 15.95%.

ASDEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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