ASPAX Mutual Fund

ASPAX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
+2.86%
3 Months
+3.02%
6 Months
+2.38%
YTD
+5.47%
1 Year
+9.31%
3 Years (annualized)
+8.17%
5 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPAX 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
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📉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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+8.67%
vs Peers
-3.20%

ASPAX Mutual Fund Performance

ASPAX performance across multiple time periods: 1-month 2.86%, YTD 5.47%, 1-year 9.31%, 3-year 8.17%, 5-year 0.54%.

ASPAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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