ASPZX Mutual Fund

ASPZX Mutual Fund

NAV$41.63
See how much of ASPZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.37%
3 Months
-4.28%
6 Months
+15.21%
YTD
+8.06%
1 Year
+16.87%
3 Years (annualized)
+30.89%
5 Years (annualized)
+11.63%
10 Years (annualized)
+17.45%

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
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)
+8.06%
Peer Avg (YTD)
+8.51%
vs Peers
-0.45%

ASPZX Mutual Fund Performance

ASPZX performance across multiple time periods: 1-month 3.37%, YTD 8.06%, 1-year 16.87%, 3-year 30.89%, 5-year 11.63%, 10-year 17.45%.

ASPZX returns trail the peer average of 8.51% 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.