ASVDX Mutual Fund

ASVDX Mutual Fund

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Returns Overview

1 Month
+1.48%
3 Months
+7.69%
6 Months
+15.29%
YTD
+21.15%
1 Year
+24.72%
3 Years (annualized)
+9.28%
5 Years (annualized)
+6.10%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASVDX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.15%
Peer Avg (YTD)
+15.31%
vs Peers
+5.84%

ASVDX Mutual Fund Performance

ASVDX performance across multiple time periods: 1-month 1.48%, YTD 21.15%, 1-year 24.72%, 3-year 9.28%, 5-year 6.10%, 10-year 10.74%.

ASVDX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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