ASQCX Mutual Fund

ASQCX Mutual Fund

NAV$18.17
See how much of ASQCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.37%
3 Months
-0.22%
6 Months
+5.39%
YTD
+18.95%
1 Year
+23.05%
3 Years (annualized)
+18.30%
5 Years (annualized)
+5.24%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASQCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.95%
Peer Avg (YTD)
+18.46%
vs Peers
+0.49%

ASQCX Mutual Fund Performance

ASQCX performance across multiple time periods: 1-month 3.37%, YTD 18.95%, 1-year 23.05%, 3-year 18.30%, 5-year 5.24%, 10-year 8.52%.

ASQCX returns outperform the peer average of 18.46% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

ASQCX vs another fund shows side-by-side returns. ASQCX alternatives are available in the Mutual Fund Screener.