ASMUX Mutual Fund

ASMUX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
+1.68%
3 Months
+1.18%
6 Months
+3.48%
YTD
+6.97%
1 Year
+11.07%
3 Years (annualized)
+12.55%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMUX 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)
+6.97%
Peer Avg (YTD)
+6.28%
vs Peers
+0.68%

ASMUX Mutual Fund Performance

ASMUX performance across multiple time periods: 1-month 1.68%, YTD 6.97%, 1-year 11.07%, 3-year 12.55%, 5-year 5.74%, 10-year 8.29%.

ASMUX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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