ASQIX Mutual Fund

ASQIX Mutual Fund

NAV$22.17
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Returns Overview

1 Month
+6.16%
3 Months
+24.60%
6 Months
+26.00%
YTD
+25.29%
1 Year
+42.57%
3 Years (annualized)
+18.34%
5 Years (annualized)
+7.42%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASQIX 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)
+25.29%
Peer Avg (YTD)
+18.52%
vs Peers
+6.77%

ASQIX Mutual Fund Performance

ASQIX performance across multiple time periods: 1-month 6.16%, YTD 25.29%, 1-year 42.57%, 3-year 18.34%, 5-year 7.42%, 10-year 10.31%.

ASQIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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