ASMZX Mutual Fund

ASMZX Mutual Fund

NAV$14.96
See how much of ASMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
-0.56%
6 Months
+6.96%
YTD
+2.44%
1 Year
+1.91%
3 Years (annualized)
+7.01%
5 Years (annualized)
-5.97%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+15.20%
vs Peers
-12.76%

ASMZX Mutual Fund Performance

ASMZX performance across multiple time periods: 1-month 1.20%, YTD 2.44%, 1-year 1.91%, 3-year 7.01%, 5-year -5.97%, 10-year 9.34%.

ASMZX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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