ASMYX Mutual Fund

ASMYX Mutual Fund

NAV$27.49
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Returns Overview

1 Month
-8.48%
3 Months
-4.26%
6 Months
-4.81%
YTD
-2.25%
1 Year
-8.10%
3 Years (annualized)
+19.28%
5 Years (annualized)
+5.14%
10 Years (annualized)
+14.16%

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)
-2.25%
Peer Avg (YTD)
+5.23%
vs Peers
-7.48%

ASMYX Mutual Fund Performance

ASMYX performance across multiple time periods: 1-month -8.48%, YTD -2.25%, 1-year -8.10%, 3-year 19.28%, 5-year 5.14%, 10-year 14.16%.

ASMYX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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