ASTEX Mutual Fund

NAV$10.03

Returns Overview

1 Month
+0.32%
3 Months
+0.87%
6 Months
+1.22%
YTD
+1.22%
1 Year
+3.49%
3 Years (annualized)
+3.48%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTEX 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
Bloomberg Barclays Municipal Short (1-5 Years) Index(^BBMUS5Y)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+1.79%
vs Peers
-0.57%

ASTEX Mutual Fund Performance

ASTEX performance across multiple time periods: 1-month 0.32%, YTD 1.22%, 1-year 3.49%, 3-year 3.48%, 5-year 1.53%, 10-year 1.54%.

ASTEX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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