ASDCX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+0.10%
3 Months
+0.46%
6 Months
+0.72%
YTD
+0.72%
1 Year
+2.86%
3 Years (annualized)
+4.19%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+3.23%
vs Peers
-2.50%

ASDCX Mutual Fund Performance

ASDCX performance across multiple time periods: 1-month 0.10%, YTD 0.72%, 1-year 2.86%, 3-year 4.19%, 5-year 2.32%, 10-year 1.95%.

ASDCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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