ASRCX Mutual Fund

ASRCX Mutual Fund

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Returns Overview

1 Month
+2.35%
3 Months
+1.99%
6 Months
+8.48%
YTD
+11.64%
1 Year
+15.91%
3 Years (annualized)
+6.62%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+11.64%
Peer Avg (YTD)
+12.53%
vs Peers
-0.89%

ASRCX Mutual Fund Performance

ASRCX performance across multiple time periods: 1-month 2.35%, YTD 11.64%, 1-year 15.91%, 3-year 6.62%, 5-year 0.60%, 10-year 2.45%.

ASRCX returns trail the peer average of 12.53% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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