ASHAX Mutual Fund

ASHAX Mutual Fund

NAV$13.32
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Returns Overview

1 Month
+0.84%
3 Months
+1.14%
6 Months
+2.06%
YTD
+2.79%
1 Year
+4.29%
3 Years (annualized)
+6.95%
5 Years (annualized)
+4.77%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHAX 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
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📉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
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.15%
vs Peers
+0.63%

ASHAX Mutual Fund Performance

ASHAX performance across multiple time periods: 1-month 0.84%, YTD 2.79%, 1-year 4.29%, 3-year 6.95%, 5-year 4.77%, 10-year 4.52%.

ASHAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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