ASAMX Mutual Fund

ASAMX Mutual Fund

NAV$7.09
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Returns Overview

1 Month
-2.41%
3 Months
-1.46%
6 Months
+6.26%
YTD
+4.54%
1 Year
+6.88%
3 Years (annualized)
+12.62%
5 Years (annualized)
+4.91%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASAMX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+4.96%
vs Peers
-0.42%

ASAMX Mutual Fund Performance

ASAMX performance across multiple time periods: 1-month -2.41%, YTD 4.54%, 1-year 6.88%, 3-year 12.62%, 5-year 4.91%, 10-year 8.06%.

ASAMX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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