ASMMX Mutual Fund

ASMMX Mutual Fund

NAV$26.13
See how much of ASMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.51%
3 Months
-4.31%
6 Months
-4.95%
YTD
-2.43%
1 Year
-8.33%
3 Years (annualized)
+18.97%
5 Years (annualized)
+4.88%
10 Years (annualized)
+13.88%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.43%
Peer Avg (YTD)
+5.14%
vs Peers
-7.57%

ASMMX Mutual Fund Performance

ASMMX performance across multiple time periods: 1-month -8.51%, YTD -2.43%, 1-year -8.33%, 3-year 18.97%, 5-year 4.88%, 10-year 13.88%.

ASMMX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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