Returns Overview

1 Month
-1.33%
3 Months
-1.44%
6 Months
+6.69%
YTD
+8.00%
1 Year
+11.26%
3 Years
+6.92%
5 Years
+0.70%
10 Years
+2.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ASRCX 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
FTSE EPRA/NAREIT Developed Index - USD Net(^FTSEEPRANAREITDIUSD)
This ETF (YTD)
+8.00%
Peer Avg (YTD)
+8.90%
vs Peers
-0.91%

ASRCX ETF Performance

ASRCX performance across multiple time periods: 1-month -1.33%, YTD 8.00%, 1-year 11.26%, 3-year 6.92%, 5-year 0.70%, 10-year 2.77%.

ASRCX returns trail the peer average of 8.90% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this ETF.

ASRCX performance comparison shows side-by-side returns with another fund. ASRCX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.33%N/A
3 Months-1.44%N/A
6 Months+6.69%N/A
1 Year+11.26%N/A
3 Years+6.92%N/A
5 Years+0.70%N/A

All returns shown are total returns, not annualized