ASIEX Mutual Fund

ASIEX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
-0.76%
3 Months
-0.11%
6 Months
-0.06%
YTD
+0.48%
1 Year
+3.79%
3 Years (annualized)
+6.00%
5 Years (annualized)
+1.77%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.12%
vs Peers
+0.36%

ASIEX Mutual Fund Performance

ASIEX performance across multiple time periods: 1-month -0.76%, YTD 0.48%, 1-year 3.79%, 3-year 6.00%, 5-year 1.77%, 10-year 3.41%.

ASIEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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