ASIMX Mutual Fund

ASIMX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
-11.42%
3 Months
+2.66%
6 Months
-0.20%
YTD
+0.96%
1 Year
+5.70%
3 Years (annualized)
+4.87%
5 Years (annualized)
-4.94%
10 Years (annualized)
+9.27%

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)
+0.96%
Peer Avg (YTD)
+15.31%
vs Peers
-14.35%

ASIMX Mutual Fund Performance

ASIMX performance across multiple time periods: 1-month -11.42%, YTD 0.96%, 1-year 5.70%, 3-year 4.87%, 5-year -4.94%, 10-year 9.27%.

ASIMX returns trail the peer average of 15.31% 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.