ASRAX Mutual Fund

ASRAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-5.13%
3 Months
-5.66%
6 Months
+1.64%
YTD
+3.30%
1 Year
+2.73%
3 Years (annualized)
+10.44%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRAX 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
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+4.73%
vs Peers
-1.43%

ASRAX Mutual Fund Performance

ASRAX performance across multiple time periods: 1-month -5.13%, YTD 3.30%, 1-year 2.73%, 3-year 10.44%, 5-year 3.51%, 10-year 6.75%.

ASRAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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