ASPZX Mutual Fund

ASPZX Mutual Fund

NAV$40.15
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Returns Overview

1 Month
-6.15%
3 Months
+2.31%
6 Months
+6.63%
YTD
+4.54%
1 Year
+14.59%
3 Years (annualized)
+29.09%
5 Years (annualized)
+11.92%
10 Years (annualized)
+17.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPZX 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)
+4.54%
Peer Avg (YTD)
+6.23%
vs Peers
-1.69%

ASPZX Mutual Fund Performance

ASPZX performance across multiple time periods: 1-month -6.15%, YTD 4.54%, 1-year 14.59%, 3-year 29.09%, 5-year 11.92%, 10-year 17.00%.

ASPZX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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