ASPGX Mutual Fund

NAV$13.29

Returns Overview

1 Month
+1.50%
3 Months
+2.26%
6 Months
+6.48%
YTD
+1.21%
1 Year
+5.41%
3 Years (annualized)
+10.24%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+0.79%
vs Peers
+0.42%

ASPGX Mutual Fund Performance

ASPGX performance across multiple time periods: 1-month 1.50%, YTD 1.21%, 1-year 5.41%, 3-year 10.24%, 5-year 9.16%, 10-year 10.20%.

ASPGX returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

ASPGX performance comparison shows side-by-side returns with another fund. ASPGX alternatives are available in the Mutual Fund Screener.