AASOX Mutual Fund

NAV$21.25

Returns Overview

1 Month
-2.39%
3 Months
+14.56%
6 Months
+10.45%
YTD
+12.43%
1 Year
+31.61%
3 Years (annualized)
+12.58%
5 Years (annualized)
-2.84%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASOX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.43%
Peer Avg (YTD)
+18.52%
vs Peers
-6.09%

AASOX Mutual Fund Performance

AASOX performance across multiple time periods: 1-month -2.39%, YTD 12.43%, 1-year 31.61%, 3-year 12.58%, 5-year -2.84%, 10-year 11.14%.

AASOX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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