ASMYX Mutual Fund

ASMYX Mutual Fund

NAV$29.98
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Returns Overview

1 Month
-6.75%
3 Months
-0.57%
6 Months
+3.25%
YTD
+2.11%
1 Year
+5.51%
3 Years (annualized)
+16.73%
5 Years (annualized)
+6.93%
10 Years (annualized)
+14.60%

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)
+2.11%
Peer Avg (YTD)
+6.23%
vs Peers
-4.13%

ASMYX Mutual Fund Performance

ASMYX performance across multiple time periods: 1-month -6.75%, YTD 2.11%, 1-year 5.51%, 3-year 16.73%, 5-year 6.93%, 10-year 14.60%.

ASMYX returns trail the peer average of 6.23% 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.