ASVYX Mutual Fund

ASVYX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
+4.16%
3 Months
-3.75%
6 Months
+3.64%
YTD
+16.56%
1 Year
+22.79%
3 Years (annualized)
+14.38%
5 Years (annualized)
+4.80%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASVYX 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)
+16.56%
Peer Avg (YTD)
+12.21%
vs Peers
+4.35%

ASVYX Mutual Fund Performance

ASVYX performance across multiple time periods: 1-month 4.16%, YTD 16.56%, 1-year 22.79%, 3-year 14.38%, 5-year 4.80%, 10-year 10.72%.

ASVYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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