ASYMX Mutual Fund

NAV$16.21

Returns Overview

1 Month
+10.85%
3 Months
+29.68%
6 Months
+15.07%
YTD
+14.30%
1 Year
+22.15%
3 Years (annualized)
+10.58%
5 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASYMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+18.52%
vs Peers
-4.22%

ASYMX Mutual Fund Performance

ASYMX performance across multiple time periods: 1-month 10.85%, YTD 14.30%, 1-year 22.15%, 3-year 10.58%, 5-year 1.29%.

ASYMX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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