APSLX Mutual Fund

APSLX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
-4.08%
3 Months
+2.05%
6 Months
+2.05%
YTD
+1.07%
1 Year
+8.88%
3 Years (annualized)
+5.20%
5 Years (annualized)
+1.96%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+9.54%
vs Peers
-8.47%

APSLX Mutual Fund Performance

APSLX performance across multiple time periods: 1-month -4.08%, YTD 1.07%, 1-year 8.88%, 3-year 5.20%, 5-year 1.96%, 10-year 9.75%.

APSLX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

APSLX vs another fund shows side-by-side returns. APSLX alternatives are available in the Mutual Fund Screener.