ASMZX Mutual Fund

NAV$15.44

Returns Overview

1 Month
-11.82%
3 Months
+4.96%
6 Months
-3.44%
YTD
-1.03%
1 Year
+22.05%
3 Years (annualized)
+10.48%
5 Years (annualized)
-2.26%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASMZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+18.52%
vs Peers
-19.55%

ASMZX Mutual Fund Performance

ASMZX performance across multiple time periods: 1-month -11.82%, YTD -1.03%, 1-year 22.05%, 3-year 10.48%, 5-year -2.26%, 10-year 11.56%.

ASMZX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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