ASTAX Mutual Fund

ASTAX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+2.03%
3 Months
+1.57%
6 Months
+4.26%
YTD
+8.51%
1 Year
+12.81%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTAX 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
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📉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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+7.17%
vs Peers
+1.34%

ASTAX Mutual Fund Performance

ASTAX performance across multiple time periods: 1-month 2.03%, YTD 8.51%, 1-year 12.81%, 3-year 13.75%, 5-year 6.08%, 10-year 9.01%.

ASTAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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