ASMNX Mutual Fund

NAV$24.19

Returns Overview

1 Month
+12.62%
3 Months
+10.41%
6 Months
+6.52%
YTD
+13.89%
1 Year
+30.98%
3 Years (annualized)
+16.20%
5 Years (annualized)
+5.58%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMNX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.89%
Peer Avg (YTD)
-0.18%
vs Peers
+14.07%

ASMNX Mutual Fund Performance

ASMNX performance across multiple time periods: 1-month 12.62%, YTD 13.89%, 1-year 30.98%, 3-year 16.20%, 5-year 5.58%, 10-year 11.03%.

ASMNX returns outperform the peer average of -0.18% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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