ASXDX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+0.19%
3 Months
+1.35%
6 Months
+1.59%
YTD
+1.59%
1 Year
+4.54%
3 Years (annualized)
+6.11%
5 Years (annualized)
+2.86%
10 Years (annualized)
+3.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-1.64%

ASXDX Mutual Fund Performance

ASXDX performance across multiple time periods: 1-month 0.19%, YTD 1.59%, 1-year 4.54%, 3-year 6.11%, 5-year 2.86%, 10-year 3.36%.

ASXDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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