ASRYX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+1.25%
3 Months
+7.83%
6 Months
+9.94%
YTD
+9.67%
1 Year
+12.90%
3 Years (annualized)
+7.79%
5 Years (annualized)
+1.81%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASRYX 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)
+9.67%
Peer Avg (YTD)
+11.24%
vs Peers
-1.58%

ASRYX Mutual Fund Performance

ASRYX performance across multiple time periods: 1-month 1.25%, YTD 9.67%, 1-year 12.90%, 3-year 7.79%, 5-year 1.81%, 10-year 3.62%.

ASRYX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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