ASDAX Mutual Fund

ASDAX Mutual Fund

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Returns Overview

1 Month
-0.49%
3 Months
-0.13%
6 Months
+0.56%
YTD
+1.03%
1 Year
+2.12%
3 Years (annualized)
+4.70%
5 Years (annualized)
+3.05%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDAX 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
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+0.50%
vs Peers
+0.53%

ASDAX Mutual Fund Performance

ASDAX performance across multiple time periods: 1-month -0.49%, YTD 1.03%, 1-year 2.12%, 3-year 4.70%, 5-year 3.05%, 10-year 2.61%.

ASDAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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