ASUAX Mutual Fund

NAV$12.38

Returns Overview

1 Month
-0.36%
6 Months
+1.78%
YTD
+1.23%
1 Year
+0.32%
3 Years (annualized)
-8.33%
5 Years (annualized)
+2.38%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASUAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Sustainability World Index(^W1SGI)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+19.47%
vs Peers
-18.24%

ASUAX Mutual Fund Performance

ASUAX performance across multiple time periods: 1-month -0.36%, YTD 1.23%, 1-year 0.32%, 3-year -8.33%, 5-year 2.38%, 10-year 5.72%.

ASUAX returns trail the peer average of 19.47% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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