ASIRX Mutual Fund

ASIRX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
-0.71%
3 Months
+16.91%
6 Months
+16.32%
YTD
+17.80%
1 Year
+28.23%
3 Years (annualized)
+10.01%
5 Years (annualized)
-3.80%
10 Years (annualized)
+9.63%

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
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)
+17.80%
Peer Avg (YTD)
+15.31%
vs Peers
+2.49%

ASIRX Mutual Fund Performance

ASIRX performance across multiple time periods: 1-month -0.71%, YTD 17.80%, 1-year 28.23%, 3-year 10.01%, 5-year -3.80%, 10-year 9.63%.

ASIRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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