Returns Overview

1 Month
+3.03%
3 Months
+3.01%
6 Months
+6.84%
YTD
+2.91%
1 Year
+8.39%
3 Years
+2.66%
5 Years
+2.23%
10 Years
+2.82%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ASRCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This ETF (YTD)
+2.91%
Peer Avg (YTD)
+2.68%
vs Peers
+0.23%

ASRCX ETF Performance

ASRCX performance across multiple time periods: 1-month 3.03%, YTD 2.91%, 1-year 8.39%, 3-year 2.66%, 5-year 2.23%, 10-year 2.82%.

ASRCX returns outperform the peer average of 2.68% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this ETF.

ASRCX performance comparison shows side-by-side returns with another fund. ASRCX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.03%N/A
3 Months+3.01%N/A
6 Months+6.84%N/A
1 Year+8.39%N/A
3 Years+2.66%N/A
5 Years+2.23%N/A

All returns shown are total returns, not annualized