ASDRX Mutual Fund

ASDRX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-0.89%
3 Months
-0.52%
6 Months
+0.63%
YTD
+0.58%
1 Year
+1.77%
3 Years (annualized)
+5.13%
5 Years (annualized)
+2.09%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+0.50%
vs Peers
+0.08%

ASDRX Mutual Fund Performance

ASDRX performance across multiple time periods: 1-month -0.89%, YTD 0.58%, 1-year 1.77%, 3-year 5.13%, 5-year 2.09%, 10-year 2.49%.

ASDRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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