ASRCX Mutual Fund

NAV$9.12

Returns Overview

1 Month
+0.99%
3 Months
+7.41%
6 Months
+9.20%
YTD
+9.07%
1 Year
+11.71%
3 Years (annualized)
+6.69%
5 Years (annualized)
+0.78%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRCX 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
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+11.24%
vs Peers
-2.17%

ASRCX Mutual Fund Performance

ASRCX performance across multiple time periods: 1-month 0.99%, YTD 9.07%, 1-year 11.71%, 3-year 6.69%, 5-year 0.78%, 10-year 2.58%.

ASRCX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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