ASLWX Mutual Fund

ASLWX Mutual Fund

NAV$150.38
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Returns Overview

1 Month
+3.10%
3 Months
-4.08%
6 Months
+8.58%
YTD
+4.78%
1 Year
+12.79%
3 Years (annualized)
+17.82%
5 Years (annualized)
+9.88%
10 Years (annualized)
+15.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASLWX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+8.51%
vs Peers
-3.73%

ASLWX Mutual Fund Performance

ASLWX performance across multiple time periods: 1-month 3.10%, YTD 4.78%, 1-year 12.79%, 3-year 17.82%, 5-year 9.88%, 10-year 15.92%.

ASLWX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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