ASTEX Mutual Fund

ASTEX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.33%
3 Months
+0.28%
6 Months
-0.14%
YTD
+1.18%
1 Year
+2.35%
3 Years (annualized)
+3.45%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.51%

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
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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
Bloomberg Barclays Municipal Short (1-5 Years) Index(^BBMUS5Y)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.15%
vs Peers
+1.03%

ASTEX Mutual Fund Performance

ASTEX performance across multiple time periods: 1-month 0.33%, YTD 1.18%, 1-year 2.35%, 3-year 3.45%, 5-year 1.51%, 10-year 1.51%.

ASTEX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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