ASDJX Mutual Fund

ASDJX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+0.21%
3 Months
+0.80%
6 Months
+1.25%
YTD
+1.67%
1 Year
+4.51%
3 Years (annualized)
+5.88%
5 Years (annualized)
+2.77%
10 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDJX 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 US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+0.12%
vs Peers
+1.55%

ASDJX Mutual Fund Performance

ASDJX performance across multiple time periods: 1-month 0.21%, YTD 1.67%, 1-year 4.51%, 3-year 5.88%, 5-year 2.77%, 10-year 3.21%.

ASDJX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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