ASTZX Mutual Fund

ASTZX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
+1.00%
3 Months
+1.78%
6 Months
+6.89%
YTD
+0.74%
1 Year
+7.84%
3 Years (annualized)
+8.88%
5 Years (annualized)
+5.53%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTZX 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)
+0.74%
Peer Avg (YTD)
+0.79%
vs Peers
-0.05%

ASTZX Mutual Fund Performance

ASTZX performance across multiple time periods: 1-month 1.00%, YTD 0.74%, 1-year 7.84%, 3-year 8.88%, 5-year 5.53%, 10-year 6.53%.

ASTZX returns trail the peer average of 0.79% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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