ASHIX Mutual Fund

ASHIX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-1.58%
3 Months
-0.68%
6 Months
+1.25%
YTD
+1.33%
1 Year
+2.40%
3 Years (annualized)
+7.24%
5 Years (annualized)
+5.04%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHIX 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
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+0.50%
vs Peers
+0.83%

ASHIX Mutual Fund Performance

ASHIX performance across multiple time periods: 1-month -1.58%, YTD 1.33%, 1-year 2.40%, 3-year 7.24%, 5-year 5.04%, 10-year 4.75%.

ASHIX 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.

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