ASMMX Mutual Fund

NAV$29.08

Returns Overview

1 Month
+2.10%
3 Months
+21.15%
6 Months
+9.56%
YTD
+9.40%
1 Year
+16.23%
3 Years (annualized)
+20.38%
5 Years (annualized)
+7.72%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMMX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+8.97%
vs Peers
+0.43%

ASMMX Mutual Fund Performance

ASMMX performance across multiple time periods: 1-month 2.10%, YTD 9.40%, 1-year 16.23%, 3-year 20.38%, 5-year 7.72%, 10-year 15.78%.

ASMMX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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