ASDHX Mutual Fund

ASDHX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.38%
3 Months
+0.65%
6 Months
+0.95%
YTD
+1.88%
1 Year
+3.66%
3 Years (annualized)
+5.72%
5 Years (annualized)
+2.71%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+2.15%
vs Peers
-0.27%

ASDHX Mutual Fund Performance

ASDHX performance across multiple time periods: 1-month 0.38%, YTD 1.88%, 1-year 3.66%, 3-year 5.72%, 5-year 2.71%, 10-year 3.12%.

ASDHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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