ASTEX Mutual Fund

ASTEX Mutual Fund

NAV$10.01
See how much of ASTEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+0.49%
6 Months
+0.34%
YTD
+1.34%
1 Year
+1.61%
3 Years (annualized)
+3.87%
5 Years (annualized)
+1.58%
10 Years (annualized)
+1.52%

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

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)
+1.34%
Peer Avg (YTD)
-0.87%
vs Peers
+2.20%

ASTEX Mutual Fund Performance

ASTEX performance across multiple time periods: 1-month 1.96%, YTD 1.34%, 1-year 1.61%, 3-year 3.87%, 5-year 1.58%, 10-year 1.52%.

ASTEX returns outperform the peer average of -0.87% 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.