ASMZX Mutual Fund

ASMZX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-11.39%
3 Months
+2.73%
6 Months
+0.06%
YTD
+1.22%
1 Year
+6.19%
3 Years (annualized)
+5.28%
5 Years (annualized)
-4.58%
10 Years (annualized)
+9.64%

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
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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)
+1.22%
Peer Avg (YTD)
+15.31%
vs Peers
-14.09%

ASMZX Mutual Fund Performance

ASMZX performance across multiple time periods: 1-month -11.39%, YTD 1.22%, 1-year 6.19%, 3-year 5.28%, 5-year -4.58%, 10-year 9.64%.

ASMZX returns trail the peer average of 15.31% 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.