ASIMX Mutual Fund

ASIMX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-6.27%
3 Months
-16.01%
6 Months
+8.76%
YTD
-4.27%
1 Year
-1.97%
3 Years (annualized)
+6.61%
5 Years (annualized)
-5.69%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.27%
Peer Avg (YTD)
+10.34%
vs Peers
-14.61%

ASIMX Mutual Fund Performance

ASIMX performance across multiple time periods: 1-month -6.27%, YTD -4.27%, 1-year -1.97%, 3-year 6.61%, 5-year -5.69%, 10-year 8.02%.

ASIMX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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