ASMYX Mutual Fund

ASMYX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
+3.10%
3 Months
-2.46%
6 Months
+18.20%
YTD
+6.81%
1 Year
+3.75%
3 Years (annualized)
+17.95%
5 Years (annualized)
+6.54%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMYX 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)
+6.81%
Peer Avg (YTD)
+8.68%
vs Peers
-1.87%

ASMYX Mutual Fund Performance

ASMYX performance across multiple time periods: 1-month 3.10%, YTD 6.81%, 1-year 3.75%, 3-year 17.95%, 5-year 6.54%, 10-year 14.79%.

ASMYX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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