ASDIX Mutual Fund

ASDIX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
-0.37%
3 Months
-0.05%
6 Months
+0.79%
YTD
+1.22%
1 Year
+2.37%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.36%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDIX 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)
+1.22%
Peer Avg (YTD)
+0.50%
vs Peers
+0.72%

ASDIX Mutual Fund Performance

ASDIX performance across multiple time periods: 1-month -0.37%, YTD 1.22%, 1-year 2.37%, 3-year 5.07%, 5-year 3.36%, 10-year 2.89%.

ASDIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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