ASCLX Mutual Fund

ASCLX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-0.23%
3 Months
+1.18%
6 Months
+7.10%
YTD
+4.91%
1 Year
+6.19%
3 Years (annualized)
+11.65%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+5.11%
vs Peers
-0.20%

ASCLX Mutual Fund Performance

ASCLX performance across multiple time periods: 1-month -0.23%, YTD 4.91%, 1-year 6.19%, 3-year 11.65%, 5-year 6.34%, 10-year 7.85%.

ASCLX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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