ASRFX Mutual Fund

NAV$9.11

Returns Overview

1 Month
+1.17%
3 Months
+7.87%
6 Months
+10.03%
YTD
+9.76%
1 Year
+12.96%
3 Years (annualized)
+7.96%
5 Years (annualized)
+1.97%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRFX 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)
+9.76%
Peer Avg (YTD)
+11.24%
vs Peers
-1.49%

ASRFX Mutual Fund Performance

ASRFX performance across multiple time periods: 1-month 1.17%, YTD 9.76%, 1-year 12.96%, 3-year 7.96%, 5-year 1.97%, 10-year 3.79%.

ASRFX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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