ASDIX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+0.30%
3 Months
+0.84%
6 Months
+1.27%
YTD
+1.27%
1 Year
+3.84%
3 Years (annualized)
+5.21%
5 Years (annualized)
+3.31%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+3.23%
vs Peers
-1.96%

ASDIX Mutual Fund Performance

ASDIX performance across multiple time periods: 1-month 0.30%, YTD 1.27%, 1-year 3.84%, 3-year 5.21%, 5-year 3.31%, 10-year 2.94%.

ASDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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