ASLAX Mutual Fund

NAV$14.78

Returns Overview

1 Month
-0.28%
3 Months
+6.03%
6 Months
+4.26%
YTD
+4.04%
1 Year
+9.97%
3 Years (annualized)
+12.03%
5 Years (annualized)
+7.36%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+3.78%
vs Peers
+0.26%

ASLAX Mutual Fund Performance

ASLAX performance across multiple time periods: 1-month -0.28%, YTD 4.04%, 1-year 9.97%, 3-year 12.03%, 5-year 7.36%, 10-year 8.71%.

ASLAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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