ASVHX Mutual Fund

NAV$11.14
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+5.92%
3 Months
+15.85%
6 Months
+20.61%
YTD
+19.81%
1 Year
+25.56%
3 Years (annualized)
+11.92%
5 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASVHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.81%
Peer Avg (YTD)
+18.52%
vs Peers
+1.29%

ASVHX Mutual Fund Performance

ASVHX performance across multiple time periods: 1-month 5.92%, YTD 19.81%, 1-year 25.56%, 3-year 11.92%, 5-year 6.18%.

ASVHX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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