ASQCX Mutual Fund

NAV$19.06

Returns Overview

1 Month
+6.11%
3 Months
+24.32%
6 Months
+25.37%
YTD
+24.64%
1 Year
+41.08%
3 Years (annualized)
+17.17%
5 Years (annualized)
+6.36%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASQCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+24.64%
Peer Avg (YTD)
+18.52%
vs Peers
+6.12%

ASQCX Mutual Fund Performance

ASQCX performance across multiple time periods: 1-month 6.11%, YTD 24.64%, 1-year 41.08%, 3-year 17.17%, 5-year 6.36%, 10-year 9.22%.

ASQCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

ASQCX performance comparison shows side-by-side returns with another fund. ASQCX alternatives are available in the Mutual Fund Screener.