ASMYX Mutual Fund

ASMYX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
+2.09%
3 Months
+21.19%
6 Months
+9.69%
YTD
+9.50%
1 Year
+16.51%
3 Years (annualized)
+20.68%
5 Years (annualized)
+7.99%
10 Years (annualized)
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+8.97%
vs Peers
+0.53%

ASMYX Mutual Fund Performance

ASMYX performance across multiple time periods: 1-month 2.09%, YTD 9.50%, 1-year 16.51%, 3-year 20.68%, 5-year 7.99%, 10-year 16.04%.

ASMYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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