ASHHX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.15%
3 Months
+0.76%
6 Months
+1.04%
YTD
+1.04%
1 Year
+3.67%
3 Years (annualized)
+5.09%
5 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASHHX 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 US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+3.23%
vs Peers
-2.19%

ASHHX Mutual Fund Performance

ASHHX performance across multiple time periods: 1-month 0.15%, YTD 1.04%, 1-year 3.67%, 3-year 5.09%, 5-year 2.40%.

ASHHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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