ASIWX Mutual Fund

ASIWX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.80%
3 Months
-0.24%
6 Months
-0.31%
YTD
+0.19%
1 Year
+3.28%
3 Years (annualized)
+5.47%
5 Years (annualized)
+1.27%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIWX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+0.12%
vs Peers
+0.07%

ASIWX Mutual Fund Performance

ASIWX performance across multiple time periods: 1-month -0.80%, YTD 0.19%, 1-year 3.28%, 3-year 5.47%, 5-year 1.27%, 10-year 2.96%.

ASIWX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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