ASTIX Mutual Fund

ASTIX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+1.06%
3 Months
+2.09%
6 Months
+7.41%
YTD
+0.83%
1 Year
+8.96%
3 Years (annualized)
+9.99%
5 Years (annualized)
+6.60%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.79%
vs Peers
+0.04%

ASTIX Mutual Fund Performance

ASTIX performance across multiple time periods: 1-month 1.06%, YTD 0.83%, 1-year 8.96%, 3-year 9.99%, 5-year 6.60%, 10-year 7.05%.

ASTIX returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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