ASPIX Mutual Fund

ASPIX Mutual Fund

NAV$38.98
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Returns Overview

1 Month
+3.35%
3 Months
-4.37%
6 Months
+15.02%
YTD
+7.84%
1 Year
+16.44%
3 Years (annualized)
+30.45%
5 Years (annualized)
+16.96%
10 Years (annualized)
+23.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPIX 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)
+7.84%
Peer Avg (YTD)
+8.51%
vs Peers
-0.67%

ASPIX Mutual Fund Performance

ASPIX performance across multiple time periods: 1-month 3.35%, YTD 7.84%, 1-year 16.44%, 3-year 30.45%, 5-year 16.96%, 10-year 23.72%.

ASPIX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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