ASRFX Mutual Fund

ASRFX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
-2.85%
6 Months
-1.88%
YTD
+9.53%
1 Year
+9.75%
3 Years (annualized)
+3.81%
5 Years (annualized)
-2.14%
10 Years (annualized)
-0.48%

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
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)
+9.53%
Peer Avg (YTD)
+9.10%
vs Peers
+0.43%

ASRFX Mutual Fund Performance

ASRFX performance across multiple time periods: 1-month -2.85%, YTD 9.53%, 1-year 9.75%, 3-year 3.81%, 5-year -2.14%, 10-year -0.48%.

ASRFX returns outperform the peer average of 9.10% 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.