ASVRX | SHDCX | ASVRX / SHDCX | |
Total Expense Ratio | 1.58 | 2.02 | 78% |
Annual Report Gross Expense Ratio | 1.58 | 2.38 | 66% |
Fund Existence | 16 years | 4 years | - |
Gain YTD | -6.492 | -6.984 | 93% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.09B | 27.5M | 14,887% |
Annual Yield % from dividends | 0.41 | 0.00 | - |
Returns for 1 year | -13.88 | -15.06 | 92% |
Returns for 3 years | 8.87 | -10.98 | -81% |
Returns for 5 years | 40.55 | N/A | - |
Returns for 10 years | 10.25 | N/A | - |