ASPIX Mutual Fund

ASPIX Mutual Fund

NAV$34.28
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Returns Overview

1 Month
-9.34%
3 Months
-3.10%
6 Months
-0.93%
YTD
+1.12%
1 Year
-3.09%
3 Years (annualized)
+30.91%
5 Years (annualized)
+9.09%
10 Years (annualized)
+16.47%

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)
+1.12%
Peer Avg (YTD)
+5.23%
vs Peers
-4.12%

ASPIX Mutual Fund Performance

ASPIX performance across multiple time periods: 1-month -9.34%, YTD 1.12%, 1-year -3.09%, 3-year 30.91%, 5-year 9.09%, 10-year 16.47%.

ASPIX returns trail the peer average of 5.23% 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.