ASVHX Mutual Fund

ASVHX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+1.57%
3 Months
+8.00%
6 Months
+15.70%
YTD
+21.70%
1 Year
+25.62%
3 Years (annualized)
+10.07%
5 Years (annualized)
+6.89%
10 Years (annualized)
+11.27%

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
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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)
+21.70%
Peer Avg (YTD)
+15.31%
vs Peers
+6.39%

ASVHX Mutual Fund Performance

ASVHX performance across multiple time periods: 1-month 1.57%, YTD 21.70%, 1-year 25.62%, 3-year 10.07%, 5-year 6.89%, 10-year 11.27%.

ASVHX returns outperform the peer average of 15.31% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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