ASPIX Mutual Fund

NAV$38.38

Returns Overview

1 Month
-1.37%
3 Months
+25.07%
6 Months
+11.41%
YTD
+11.22%
1 Year
+27.60%
3 Years (annualized)
+32.40%
5 Years (annualized)
+19.14%
10 Years (annualized)
+24.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+8.97%
vs Peers
+2.25%

ASPIX Mutual Fund Performance

ASPIX performance across multiple time periods: 1-month -1.37%, YTD 11.22%, 1-year 27.60%, 3-year 32.40%, 5-year 19.14%, 10-year 24.64%.

ASPIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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