ASPYX Mutual Fund

ASPYX Mutual Fund

NAV$40.89
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Returns Overview

1 Month
-6.14%
3 Months
+2.33%
6 Months
+6.68%
YTD
+4.60%
1 Year
+14.66%
3 Years (annualized)
+29.21%
5 Years (annualized)
+12.01%
10 Years (annualized)
+16.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPYX 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)
+4.60%
Peer Avg (YTD)
+6.23%
vs Peers
-1.64%

ASPYX Mutual Fund Performance

ASPYX performance across multiple time periods: 1-month -6.14%, YTD 4.60%, 1-year 14.66%, 3-year 29.21%, 5-year 12.01%, 10-year 16.99%.

ASPYX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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