ASHHX Mutual Fund

ASHHX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.77%
3 Months
-0.37%
6 Months
+0.40%
YTD
+0.67%
1 Year
+1.53%
3 Years (annualized)
+4.97%
5 Years (annualized)
+2.44%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHHX 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 US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+0.50%
vs Peers
+0.17%

ASHHX Mutual Fund Performance

ASHHX performance across multiple time periods: 1-month -0.77%, YTD 0.67%, 1-year 1.53%, 3-year 4.97%, 5-year 2.44%, 10-year 2.42%.

ASHHX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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