ASIMX Mutual Fund

NAV$15.82

Returns Overview

1 Month
+10.85%
3 Months
+29.50%
6 Months
+14.77%
YTD
+13.98%
1 Year
+21.51%
3 Years (annualized)
+10.06%
5 Years (annualized)
+0.90%
10 Years (annualized)
+15.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+18.52%
vs Peers
-4.54%

ASIMX Mutual Fund Performance

ASIMX performance across multiple time periods: 1-month 10.85%, YTD 13.98%, 1-year 21.51%, 3-year 10.06%, 5-year 0.90%, 10-year 15.04%.

ASIMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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