ASPZX Mutual Fund

ASPZX Mutual Fund

NAV$41.44
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Returns Overview

1 Month
+3.46%
3 Months
+0.36%
6 Months
+25.59%
YTD
+11.79%
1 Year
+10.73%
3 Years (annualized)
+30.89%
5 Years (annualized)
+11.63%
10 Years (annualized)
+17.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPZX 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)
+11.79%
Peer Avg (YTD)
+8.68%
vs Peers
+3.11%

ASPZX Mutual Fund Performance

ASPZX performance across multiple time periods: 1-month 3.46%, YTD 11.79%, 1-year 10.73%, 3-year 30.89%, 5-year 11.63%, 10-year 17.45%.

ASPZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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