ASPIX Mutual Fund

ASPIX Mutual Fund

NAV$37.80
See how much of ASPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.18%
3 Months
+2.24%
6 Months
+6.45%
YTD
+4.35%
1 Year
+14.18%
3 Years (annualized)
+28.67%
5 Years (annualized)
+11.57%
10 Years (annualized)
+16.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.23%
vs Peers
-1.88%

ASPIX Mutual Fund Performance

ASPIX performance across multiple time periods: 1-month -6.18%, YTD 4.35%, 1-year 14.18%, 3-year 28.67%, 5-year 11.57%, 10-year 16.65%.

ASPIX returns trail the peer average of 6.23% 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.