ASTLX Mutual Fund

NAV$13.09

Returns Overview

1 Month
+1.07%
3 Months
+2.06%
6 Months
+7.27%
YTD
+0.84%
1 Year
+8.68%
3 Years (annualized)
+9.71%
5 Years (annualized)
+6.33%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASTLX 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)
+0.84%
Peer Avg (YTD)
+0.79%
vs Peers
+0.04%

ASTLX Mutual Fund Performance

ASTLX performance across multiple time periods: 1-month 1.07%, YTD 0.84%, 1-year 8.68%, 3-year 9.71%, 5-year 6.33%, 10-year 7.32%.

ASTLX returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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