ASAMX Mutual Fund

NAV$7.13

Returns Overview

1 Month
-0.28%
3 Months
+1.42%
6 Months
+2.59%
YTD
+4.70%
1 Year
+13.09%
3 Years (annualized)
+12.30%
5 Years (annualized)
+5.27%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASAMX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+5.87%
vs Peers
-1.17%

ASAMX Mutual Fund Performance

ASAMX performance across multiple time periods: 1-month -0.28%, YTD 4.70%, 1-year 13.09%, 3-year 12.30%, 5-year 5.27%, 10-year 8.31%.

ASAMX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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