ASMDX Mutual Fund

ASMDX Mutual Fund

NAV$7.07
See how much of ASMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.38%
3 Months
-1.43%
6 Months
+6.23%
YTD
+4.51%
1 Year
+7.05%
3 Years (annualized)
+12.76%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMDX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+4.96%
vs Peers
-0.45%

ASMDX Mutual Fund Performance

ASMDX performance across multiple time periods: 1-month -2.38%, YTD 4.51%, 1-year 7.05%, 3-year 12.76%, 5-year 5.89%, 10-year 8.64%.

ASMDX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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