ASHCX Mutual Fund

ASHCX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
+0.00%
3 Months
+0.53%
6 Months
+1.27%
YTD
+1.79%
1 Year
+4.02%
3 Years (annualized)
+6.61%
5 Years (annualized)
+4.43%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHCX 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
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+0.12%
vs Peers
+1.67%

ASHCX Mutual Fund Performance

ASHCX performance across multiple time periods: 1-month 0.00%, YTD 1.79%, 1-year 4.02%, 3-year 6.61%, 5-year 4.43%, 10-year 4.23%.

ASHCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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