ASPZX Mutual Fund

NAV$38.92

Returns Overview

1 Month
-1.33%
3 Months
+25.14%
6 Months
+11.60%
YTD
+11.39%
1 Year
+28.04%
3 Years (annualized)
+32.85%
5 Years (annualized)
+13.71%
10 Years (annualized)
+18.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPZX 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)
+11.39%
Peer Avg (YTD)
+8.97%
vs Peers
+2.42%

ASPZX Mutual Fund Performance

ASPZX performance across multiple time periods: 1-month -1.33%, YTD 11.39%, 1-year 28.04%, 3-year 32.85%, 5-year 13.71%, 10-year 18.34%.

ASPZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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