ASQAX Mutual Fund

ASQAX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
+0.77%
3 Months
+2.41%
6 Months
+14.90%
YTD
+20.77%
1 Year
+25.89%
3 Years (annualized)
+15.47%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASQAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.77%
Peer Avg (YTD)
+15.20%
vs Peers
+5.57%

ASQAX Mutual Fund Performance

ASQAX performance across multiple time periods: 1-month 0.77%, YTD 20.77%, 1-year 25.89%, 3-year 15.47%, 5-year 6.62%, 10-year 8.91%.

ASQAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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