ASHSX Mutual Fund

ASHSX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
-1.57%
3 Months
-0.67%
6 Months
+1.35%
YTD
+1.37%
1 Year
+2.45%
3 Years (annualized)
+7.30%
5 Years (annualized)
+5.10%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHSX 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
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+0.50%
vs Peers
+0.87%

ASHSX Mutual Fund Performance

ASHSX performance across multiple time periods: 1-month -1.57%, YTD 1.37%, 1-year 2.45%, 3-year 7.30%, 5-year 5.10%, 10-year 4.84%.

ASHSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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