AASMX Mutual Fund

NAV$26.83

Returns Overview

1 Month
-2.86%
3 Months
+7.88%
6 Months
+8.67%
YTD
+14.61%
1 Year
+29.66%
3 Years (annualized)
+13.94%
5 Years (annualized)
+7.39%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+14.61%
Peer Avg (YTD)
+18.52%
vs Peers
-3.92%

AASMX Mutual Fund Performance

AASMX performance across multiple time periods: 1-month -2.86%, YTD 14.61%, 1-year 29.66%, 3-year 13.94%, 5-year 7.39%, 10-year 13.27%.

AASMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

AASMX performance comparison shows side-by-side returns with another fund. AASMX alternatives are available in the Mutual Fund Screener.