ASDVX Mutual Fund

ASDVX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-0.96%
3 Months
-0.40%
6 Months
+0.77%
YTD
+0.95%
1 Year
+2.28%
3 Years (annualized)
+5.66%
5 Years (annualized)
+2.63%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDVX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.50%
vs Peers
+0.45%

ASDVX Mutual Fund Performance

ASDVX performance across multiple time periods: 1-month -0.96%, YTD 0.95%, 1-year 2.28%, 3-year 5.66%, 5-year 2.63%, 10-year 2.97%.

ASDVX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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