ASPYX Mutual Fund

NAV$40.95

Returns Overview

1 Month
-1.33%
3 Months
+25.15%
6 Months
+11.65%
YTD
+11.44%
1 Year
+28.12%
3 Years (annualized)
+35.32%
5 Years (annualized)
+20.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+8.97%
vs Peers
+2.47%

ASPYX Mutual Fund Performance

ASPYX performance across multiple time periods: 1-month -1.33%, YTD 11.44%, 1-year 28.12%, 3-year 35.32%, 5-year 20.72%.

ASPYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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