ASYMX Mutual Fund

ASYMX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-6.26%
3 Months
-15.87%
6 Months
+9.09%
YTD
-3.84%
1 Year
-1.36%
3 Years (annualized)
+7.13%
5 Years (annualized)
-1.88%
10 Years (annualized)
+9.69%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.84%
Peer Avg (YTD)
+10.34%
vs Peers
-14.18%

ASYMX Mutual Fund Performance

ASYMX performance across multiple time periods: 1-month -6.26%, YTD -3.84%, 1-year -1.36%, 3-year 7.13%, 5-year -1.88%, 10-year 9.69%.

ASYMX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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