ASDVX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+0.17%
3 Months
+1.17%
6 Months
+1.35%
YTD
+1.35%
1 Year
+4.17%
3 Years (annualized)
+5.81%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+3.23%
vs Peers
-1.87%

ASDVX Mutual Fund Performance

ASDVX performance across multiple time periods: 1-month 0.17%, YTD 1.35%, 1-year 4.17%, 3-year 5.81%, 5-year 2.57%, 10-year 3.07%.

ASDVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

ASDVX performance comparison shows side-by-side returns with another fund. ASDVX alternatives are available in the Mutual Fund Screener.