ASMDX Mutual Fund

NAV$7.11

Returns Overview

1 Month
+0.27%
3 Months
+7.77%
6 Months
+6.49%
YTD
+6.02%
1 Year
+13.29%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.25%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMDX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+5.87%
vs Peers
+0.16%

ASMDX Mutual Fund Performance

ASMDX performance across multiple time periods: 1-month 0.27%, YTD 6.02%, 1-year 13.29%, 3-year 12.45%, 5-year 6.25%, 10-year 8.91%.

ASMDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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