ASHCX Mutual Fund

ASHCX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
+0.89%
3 Months
+0.10%
6 Months
+0.63%
YTD
+1.89%
1 Year
+2.59%
3 Years (annualized)
+6.74%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+1.89%
Peer Avg (YTD)
+2.28%
vs Peers
-0.39%

ASHCX Mutual Fund Performance

ASHCX performance across multiple time periods: 1-month 0.89%, YTD 1.89%, 1-year 2.59%, 3-year 6.74%, 5-year 4.22%, 10-year 4.13%.

ASHCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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