ASMMX Mutual Fund

ASMMX Mutual Fund

NAV$29.74
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Returns Overview

1 Month
+3.09%
3 Months
-2.52%
6 Months
+18.09%
YTD
+6.64%
1 Year
+3.52%
3 Years (annualized)
+17.66%
5 Years (annualized)
+6.27%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMMX 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
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📉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)
+6.64%
Peer Avg (YTD)
+8.68%
vs Peers
-2.04%

ASMMX Mutual Fund Performance

ASMMX performance across multiple time periods: 1-month 3.09%, YTD 6.64%, 1-year 3.52%, 3-year 17.66%, 5-year 6.27%, 10-year 14.51%.

ASMMX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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