ASQIX Mutual Fund

ASQIX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
+3.47%
6 Months
+5.88%
YTD
+19.98%
1 Year
+24.24%
3 Years (annualized)
+19.50%
5 Years (annualized)
+6.29%
10 Years (annualized)
+9.60%

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)
+19.98%
Peer Avg (YTD)
+12.21%
vs Peers
+7.77%

ASQIX Mutual Fund Performance

ASQIX performance across multiple time periods: 1-month 3.47%, YTD 19.98%, 1-year 24.24%, 3-year 19.50%, 5-year 6.29%, 10-year 9.60%.

ASQIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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