ASIAX Mutual Fund

NAV$32.43
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Returns Overview

1 Month
-1.66%
3 Months
+12.40%
6 Months
+12.80%
YTD
+10.15%
1 Year
+31.72%
3 Years (annualized)
+13.87%
5 Years (annualized)
+4.70%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIAX 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

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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
MSCI AC Asia Pacific ex Japan Index(.dMISX00000NUS)
This Mutual Fund (YTD)
+10.15%
Peer Avg (YTD)
+27.12%
vs Peers
-16.96%

ASIAX Mutual Fund Performance

ASIAX performance across multiple time periods: 1-month -1.66%, YTD 10.15%, 1-year 31.72%, 3-year 13.87%, 5-year 4.70%, 10-year 8.03%.

ASIAX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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