ASRIX Mutual Fund

ASRIX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+2.48%
3 Months
+2.27%
6 Months
+9.13%
YTD
+12.32%
1 Year
+17.15%
3 Years (annualized)
+7.83%
5 Years (annualized)
+1.69%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRIX 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)
+12.32%
Peer Avg (YTD)
+12.53%
vs Peers
-0.21%

ASRIX Mutual Fund Performance

ASRIX performance across multiple time periods: 1-month 2.48%, YTD 12.32%, 1-year 17.15%, 3-year 7.83%, 5-year 1.69%, 10-year 3.57%.

ASRIX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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