ASAUX Mutual Fund

ASAUX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-2.70%
3 Months
-1.10%
6 Months
+8.43%
YTD
+6.38%
1 Year
+9.24%
3 Years (annualized)
+14.95%
5 Years (annualized)
+7.26%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASAUX 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)
+6.38%
Peer Avg (YTD)
+6.10%
vs Peers
+0.28%

ASAUX Mutual Fund Performance

ASAUX performance across multiple time periods: 1-month -2.70%, YTD 6.38%, 1-year 9.24%, 3-year 14.95%, 5-year 7.26%, 10-year 10.10%.

ASAUX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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