AASOX Mutual Fund

AASOX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
-1.99%
3 Months
+0.41%
6 Months
+28.77%
YTD
+17.46%
1 Year
+23.03%
3 Years (annualized)
+13.31%
5 Years (annualized)
-2.39%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASOX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+10.34%
vs Peers
+7.12%

AASOX Mutual Fund Performance

AASOX performance across multiple time periods: 1-month -1.99%, YTD 17.46%, 1-year 23.03%, 3-year 13.31%, 5-year -2.39%, 10-year 9.06%.

AASOX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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