ASHAX Mutual Fund

ASHAX Mutual Fund

NAV$13.31
See how much of ASHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.91%
3 Months
+0.15%
6 Months
+0.74%
YTD
+2.09%
1 Year
+2.83%
3 Years (annualized)
+7.02%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+2.28%
vs Peers
-0.19%

ASHAX Mutual Fund Performance

ASHAX performance across multiple time periods: 1-month 0.91%, YTD 2.09%, 1-year 2.83%, 3-year 7.02%, 5-year 4.48%, 10-year 4.39%.

ASHAX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

ASHAX vs another fund shows side-by-side returns. ASHAX alternatives are available in the Mutual Fund Screener.