ASYLX Mutual Fund

NAV$15.44

Returns Overview

1 Month
-0.26%
3 Months
+6.13%
6 Months
+4.44%
YTD
+4.22%
1 Year
+10.27%
3 Years (annualized)
+12.32%
5 Years (annualized)
+11.17%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASYLX 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)
+4.22%
Peer Avg (YTD)
+3.78%
vs Peers
+0.44%

ASYLX Mutual Fund Performance

ASYLX performance across multiple time periods: 1-month -0.26%, YTD 4.22%, 1-year 10.27%, 3-year 12.32%, 5-year 11.17%, 10-year 11.22%.

ASYLX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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