ASRYX Mutual Fund

ASRYX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
-5.19%
3 Months
-5.62%
6 Months
+1.77%
YTD
+3.51%
1 Year
+3.00%
3 Years (annualized)
+3.86%
5 Years (annualized)
-2.10%
10 Years (annualized)
-0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRYX 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)
+3.51%
Peer Avg (YTD)
+4.73%
vs Peers
-1.23%

ASRYX Mutual Fund Performance

ASRYX performance across multiple time periods: 1-month -5.19%, YTD 3.51%, 1-year 3.00%, 3-year 3.86%, 5-year -2.10%, 10-year -0.47%.

ASRYX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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