ASTAX Mutual Fund

NAV$8.95

Returns Overview

1 Month
+0.11%
3 Months
+9.31%
6 Months
+7.47%
YTD
+6.95%
1 Year
+14.70%
3 Years (annualized)
+13.04%
5 Years (annualized)
+6.25%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTAX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+6.73%
vs Peers
+0.23%

ASTAX Mutual Fund Performance

ASTAX performance across multiple time periods: 1-month 0.11%, YTD 6.95%, 1-year 14.70%, 3-year 13.04%, 5-year 6.25%, 10-year 9.19%.

ASTAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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