ASCFX Mutual Fund

ASCFX Mutual Fund

NAV$29.19
See how much of ASCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.91%
3 Months
-5.82%
6 Months
+13.46%
YTD
+15.19%
1 Year
+14.53%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.15%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.19%
Peer Avg (YTD)
+10.34%
vs Peers
+4.85%

ASCFX Mutual Fund Performance

ASCFX performance across multiple time periods: 1-month -2.91%, YTD 15.19%, 1-year 14.53%, 3-year 17.92%, 5-year 8.15%, 10-year 11.65%.

ASCFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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