ASDCX Mutual Fund

ASDCX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-0.45%
3 Months
-0.28%
6 Months
+0.18%
YTD
+0.44%
1 Year
+1.32%
3 Years (annualized)
+4.06%
5 Years (annualized)
+2.38%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDCX 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
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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)
+0.44%
Peer Avg (YTD)
+0.50%
vs Peers
-0.06%

ASDCX Mutual Fund Performance

ASDCX performance across multiple time periods: 1-month -0.45%, YTD 0.44%, 1-year 1.32%, 3-year 4.06%, 5-year 2.38%, 10-year 1.90%.

ASDCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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