ASIRX Mutual Fund

ASIRX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-0.69%
3 Months
+2.29%
6 Months
+34.84%
YTD
+19.23%
1 Year
+26.08%
3 Years (annualized)
+12.75%
5 Years (annualized)
-3.29%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.23%
Peer Avg (YTD)
+10.34%
vs Peers
+8.89%

ASIRX Mutual Fund Performance

ASIRX performance across multiple time periods: 1-month -0.69%, YTD 19.23%, 1-year 26.08%, 3-year 12.75%, 5-year -3.29%, 10-year 9.49%.

ASIRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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