ASTFX Mutual Fund

ASTFX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+1.97%
3 Months
+0.52%
6 Months
+0.62%
YTD
+1.20%
1 Year
+1.96%
3 Years (annualized)
+4.07%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTFX 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
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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)
+1.20%
Peer Avg (YTD)
-0.87%
vs Peers
+2.07%

ASTFX Mutual Fund Performance

ASTFX performance across multiple time periods: 1-month 1.97%, YTD 1.20%, 1-year 1.96%, 3-year 4.07%, 5-year 1.69%, 10-year 1.62%.

ASTFX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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