ASIRX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
+9.89%
3 Months
+31.83%
6 Months
+18.64%
YTD
+16.57%
1 Year
+30.30%
3 Years (annualized)
+11.67%
5 Years (annualized)
-3.85%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIRX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+18.52%
vs Peers
-1.96%

ASIRX Mutual Fund Performance

ASIRX performance across multiple time periods: 1-month 9.89%, YTD 16.57%, 1-year 30.30%, 3-year 11.67%, 5-year -3.85%, 10-year 10.27%.

ASIRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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