ASTAX Mutual Fund

ASTAX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
-0.56%
3 Months
+2.31%
6 Months
+4.11%
YTD
+6.35%
1 Year
+13.37%
3 Years (annualized)
+11.88%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.73%

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)
+6.35%
Peer Avg (YTD)
+6.57%
vs Peers
-0.22%

ASTAX Mutual Fund Performance

ASTAX performance across multiple time periods: 1-month -0.56%, YTD 6.35%, 1-year 13.37%, 3-year 11.88%, 5-year 5.91%, 10-year 8.73%.

ASTAX returns trail the peer average of 6.57% 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.