ASFCX Mutual Fund

ASFCX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
+0.92%
3 Months
-2.67%
6 Months
+5.51%
YTD
+9.74%
1 Year
+20.25%
3 Years (annualized)
-4.06%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASFCX 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
LAB Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
-0.65%
vs Peers
+10.39%

ASFCX Mutual Fund Performance

ASFCX performance across multiple time periods: 1-month 0.92%, YTD 9.74%, 1-year 20.25%, 3-year -4.06%, 5-year 1.39%, 10-year 1.09%.

ASFCX returns outperform the peer average of -0.65% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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