ASIWX Mutual Fund

ASIWX Mutual Fund

NAV$8.59
See how much of ASIWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.66%
3 Months
-2.97%
6 Months
-1.59%
YTD
-2.00%
1 Year
-0.90%
3 Years (annualized)
+5.62%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASIWX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.00%
Peer Avg (YTD)
+0.50%
vs Peers
-2.50%

ASIWX Mutual Fund Performance

ASIWX performance across multiple time periods: 1-month -2.66%, YTD -2.00%, 1-year -0.90%, 3-year 5.62%, 5-year 1.32%, 10-year 2.93%.

ASIWX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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