ASRIX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+1.16%
3 Months
+7.74%
6 Months
+9.87%
YTD
+9.60%
1 Year
+12.90%
3 Years (annualized)
+7.84%
5 Years (annualized)
+1.85%
10 Years (annualized)
+3.68%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+11.24%
vs Peers
-1.64%

ASRIX Mutual Fund Performance

ASRIX performance across multiple time periods: 1-month 1.16%, YTD 9.60%, 1-year 12.90%, 3-year 7.84%, 5-year 1.85%, 10-year 3.68%.

ASRIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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