ASISX Mutual Fund

ASISX Mutual Fund

NAV$31.53
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Returns Overview

1 Month
-4.11%
3 Months
-2.28%
6 Months
+4.10%
YTD
+9.73%
1 Year
+14.95%
3 Years (annualized)
+18.51%
5 Years (annualized)
+6.43%
10 Years (annualized)
+8.50%

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
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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
MSCI AC Asia Pacific ex Japan Index(.dMISX00000NUS)
This Mutual Fund (YTD)
+9.73%
Peer Avg (YTD)
+12.35%
vs Peers
-2.62%

ASISX Mutual Fund Performance

ASISX performance across multiple time periods: 1-month -4.11%, YTD 9.73%, 1-year 14.95%, 3-year 18.51%, 5-year 6.43%, 10-year 8.50%.

ASISX returns trail the peer average of 12.35% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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