ASDOX Mutual Fund

NAV$9.73

Returns Overview

1 Month
-0.41%
3 Months
-0.92%
6 Months
-1.42%
YTD
-1.42%
1 Year
+4.15%
3 Years (annualized)
+5.61%
5 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASDOX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
-1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-4.65%

ASDOX Mutual Fund Performance

ASDOX performance across multiple time periods: 1-month -0.41%, YTD -1.42%, 1-year 4.15%, 3-year 5.61%, 5-year 2.64%.

ASDOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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