ASISX Mutual Fund

NAV$32.24

Returns Overview

1 Month
-1.60%
3 Months
+12.53%
6 Months
+13.01%
YTD
+10.39%
1 Year
+32.30%
3 Years (annualized)
+14.34%
5 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASISX 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
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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
MSCI AC Asia Pacific ex Japan Index(.dMISX00000NUS)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+27.12%
vs Peers
-16.72%

ASISX Mutual Fund Performance

ASISX performance across multiple time periods: 1-month -1.60%, YTD 10.39%, 1-year 32.30%, 3-year 14.34%, 5-year 5.11%.

ASISX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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