ASRIX Mutual Fund

ASRIX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+2.04%
3 Months
-5.90%
6 Months
-3.76%
YTD
+5.69%
1 Year
+6.10%
3 Years (annualized)
+9.08%
5 Years (annualized)
+0.46%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+13.65%
vs Peers
-7.96%

ASRIX Mutual Fund Performance

ASRIX performance across multiple time periods: 1-month 2.04%, YTD 5.69%, 1-year 6.10%, 3-year 9.08%, 5-year 0.46%, 10-year 3.53%.

ASRIX returns trail the peer average of 13.65% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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