ASRFX Mutual Fund

ASRFX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+2.47%
3 Months
+2.40%
6 Months
+9.28%
YTD
+12.47%
1 Year
+17.34%
3 Years (annualized)
+7.89%
5 Years (annualized)
+1.81%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRFX 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
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+12.53%
vs Peers
-0.06%

ASRFX Mutual Fund Performance

ASRFX performance across multiple time periods: 1-month 2.47%, YTD 12.47%, 1-year 17.34%, 3-year 7.89%, 5-year 1.81%, 10-year 3.67%.

ASRFX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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