ASYDX Mutual Fund

NAV$8.96

Returns Overview

1 Month
-0.33%
3 Months
-0.55%
6 Months
-1.21%
YTD
-1.21%
1 Year
+4.49%
3 Years (annualized)
+6.02%
5 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASYDX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+3.23%
vs Peers
-4.44%

ASYDX Mutual Fund Performance

ASYDX performance across multiple time periods: 1-month -0.33%, YTD -1.21%, 1-year 4.49%, 3-year 6.02%, 5-year 2.77%.

ASYDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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