ASRCX Mutual Fund

ASRCX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-5.21%
3 Months
-5.84%
6 Months
+1.14%
YTD
+2.70%
1 Year
+1.82%
3 Years (annualized)
+6.27%
5 Years (annualized)
-0.10%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRCX 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)
+2.70%
Peer Avg (YTD)
+4.73%
vs Peers
-2.04%

ASRCX Mutual Fund Performance

ASRCX performance across multiple time periods: 1-month -5.21%, YTD 2.70%, 1-year 1.82%, 3-year 6.27%, 5-year -0.10%, 10-year 2.33%.

ASRCX returns trail the peer average of 4.73% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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