ASCZX Mutual Fund

ASCZX Mutual Fund

NAV$14.18
See how much of ASCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
+1.43%
6 Months
+34.72%
YTD
+22.94%
1 Year
+28.23%
3 Years (annualized)
+15.71%
5 Years (annualized)
-0.66%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASCZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.94%
Peer Avg (YTD)
+10.34%
vs Peers
+12.59%

ASCZX Mutual Fund Performance

ASCZX performance across multiple time periods: 1-month 0.20%, YTD 22.94%, 1-year 28.23%, 3-year 15.71%, 5-year -0.66%, 10-year 11.58%.

ASCZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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