AASCX Mutual Fund

AASCX Mutual Fund

NAV$32.26
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Returns Overview

1 Month
+1.13%
3 Months
-1.35%
6 Months
+5.55%
YTD
+16.32%
1 Year
+19.09%
3 Years (annualized)
+16.08%
5 Years (annualized)
+4.78%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASCX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+10.76%
vs Peers
+5.56%

AASCX Mutual Fund Performance

AASCX performance across multiple time periods: 1-month 1.13%, YTD 16.32%, 1-year 19.09%, 3-year 16.08%, 5-year 4.78%, 10-year 11.11%.

AASCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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