ASEFX Mutual Fund

ASEFX Mutual Fund

NAV$17.32
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Returns Overview

1 Month
-4.38%
3 Months
-8.88%
6 Months
+7.96%
YTD
+5.90%
1 Year
+9.54%
3 Years (annualized)
+14.19%
5 Years (annualized)
+6.33%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASEFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+10.34%
vs Peers
-4.44%

ASEFX Mutual Fund Performance

ASEFX performance across multiple time periods: 1-month -4.38%, YTD 5.90%, 1-year 9.54%, 3-year 14.19%, 5-year 6.33%, 10-year 10.99%.

ASEFX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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