ASMRX Mutual Fund

ASMRX Mutual Fund

NAV$6.96
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Returns Overview

1 Month
-2.49%
3 Months
-1.66%
6 Months
+5.70%
YTD
+3.81%
1 Year
+5.97%
3 Years (annualized)
+11.79%
5 Years (annualized)
+4.99%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMRX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+4.96%
vs Peers
-1.16%

ASMRX Mutual Fund Performance

ASMRX performance across multiple time periods: 1-month -2.49%, YTD 3.81%, 1-year 5.97%, 3-year 11.79%, 5-year 4.99%, 10-year 7.73%.

ASMRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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