ASMDX Mutual Fund

ASMDX Mutual Fund

NAV$7.12
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Returns Overview

1 Month
-0.70%
3 Months
+1.98%
6 Months
+3.61%
YTD
+5.28%
1 Year
+12.00%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMDX 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 ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+5.54%
vs Peers
-0.25%

ASMDX Mutual Fund Performance

ASMDX performance across multiple time periods: 1-month -0.70%, YTD 5.28%, 1-year 12.00%, 3-year 11.38%, 5-year 5.85%, 10-year 8.49%.

ASMDX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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