ASFCX Mutual Fund

NAV$7.66

Returns Overview

1 Month
-3.19%
3 Months
+2.02%
6 Months
+8.74%
YTD
+7.66%
1 Year
+18.06%
3 Years (annualized)
-4.57%
5 Years (annualized)
+1.30%
10 Years (annualized)
+1.14%

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
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
LAB Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+12.13%
vs Peers
-4.47%

ASFCX Mutual Fund Performance

ASFCX performance across multiple time periods: 1-month -3.19%, YTD 7.66%, 1-year 18.06%, 3-year -4.57%, 5-year 1.30%, 10-year 1.14%.

ASFCX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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