ASPYX Mutual Fund

ASPYX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
-9.32%
3 Months
-3.01%
6 Months
-0.76%
YTD
+1.44%
1 Year
-2.71%
3 Years (annualized)
+31.43%
5 Years (annualized)
+9.53%
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)
+1.44%
Peer Avg (YTD)
+5.23%
vs Peers
-3.79%

ASPYX Mutual Fund Performance

ASPYX performance across multiple time periods: 1-month -9.32%, YTD 1.44%, 1-year -2.71%, 3-year 31.43%, 5-year 9.53%, 10-year 16.99%.

ASPYX returns trail the peer average of 5.23% 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.