ASGTX Mutual Fund

ASGTX Mutual Fund

NAV$4.97
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Returns Overview

1 Month
-8.25%
3 Months
+0.84%
6 Months
+2.36%
YTD
+4.60%
1 Year
+4.97%
3 Years (annualized)
+2.65%
5 Years (annualized)
-1.93%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASGTX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+15.31%
vs Peers
-10.71%

ASGTX Mutual Fund Performance

ASGTX performance across multiple time periods: 1-month -8.25%, YTD 4.60%, 1-year 4.97%, 3-year 2.65%, 5-year -1.93%, 10-year 7.29%.

ASGTX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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