ASFCX Mutual Fund

ASFCX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
+3.66%
3 Months
+1.28%
6 Months
+5.17%
YTD
+13.75%
1 Year
+22.19%
3 Years (annualized)
-2.24%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.86%

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)
+13.75%
Peer Avg (YTD)
+6.77%
vs Peers
+6.98%

ASFCX Mutual Fund Performance

ASFCX performance across multiple time periods: 1-month 3.66%, YTD 13.75%, 1-year 22.19%, 3-year -2.24%, 5-year 2.32%, 10-year 1.86%.

ASFCX returns outperform the peer average of 6.77% 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.