ASMOX Mutual Fund

NAV$24.22

Returns Overview

1 Month
-5.64%
3 Months
+1.25%
6 Months
+0.09%
YTD
-0.85%
1 Year
+31.31%
3 Years (annualized)
+16.40%
5 Years (annualized)
+5.78%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
-0.18%
vs Peers
-0.66%

ASMOX Mutual Fund Performance

ASMOX performance across multiple time periods: 1-month -5.64%, YTD -0.85%, 1-year 31.31%, 3-year 16.40%, 5-year 5.78%, 10-year 11.27%.

ASMOX returns trail the peer average of -0.18% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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