ASVHX Mutual Fund

ASVHX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
-7.24%
3 Months
-6.04%
6 Months
+8.86%
YTD
+12.58%
1 Year
+12.37%
3 Years (annualized)
+12.07%
5 Years (annualized)
+6.64%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASVHX 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
PROUpgrade to run
🏦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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+10.34%
vs Peers
+2.24%

ASVHX Mutual Fund Performance

ASVHX performance across multiple time periods: 1-month -7.24%, YTD 12.58%, 1-year 12.37%, 3-year 12.07%, 5-year 6.64%, 10-year 11.27%.

ASVHX returns outperform the peer average of 10.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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