ASBAX Mutual Fund

NAV$9.48

Returns Overview

1 Month
-0.21%
3 Months
-0.73%
6 Months
-1.56%
YTD
-1.56%
1 Year
+2.48%
3 Years (annualized)
+4.34%
5 Years (annualized)
+1.80%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASBAX 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
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
-1.56%
Peer Avg (YTD)
+3.23%
vs Peers
-4.78%

ASBAX Mutual Fund Performance

ASBAX performance across multiple time periods: 1-month -0.21%, YTD -1.56%, 1-year 2.48%, 3-year 4.34%, 5-year 1.80%, 10-year 1.69%.

ASBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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