ASXDX Mutual Fund

ASXDX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+0.39%
3 Months
+0.69%
6 Months
+1.14%
YTD
+2.09%
1 Year
+3.81%
3 Years (annualized)
+5.92%
5 Years (annualized)
+2.86%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASXDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+2.15%
vs Peers
-0.06%

ASXDX Mutual Fund Performance

ASXDX performance across multiple time periods: 1-month 0.39%, YTD 2.09%, 1-year 3.81%, 3-year 5.92%, 5-year 2.86%, 10-year 3.24%.

ASXDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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