YASLX Mutual Fund

YASLX Mutual Fund

NAV$12.89
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Returns Overview

1 Month
-3.39%
3 Months
+3.03%
6 Months
+12.90%
YTD
+12.49%
1 Year
+14.78%
3 Years (annualized)
+10.27%
5 Years (annualized)
+3.28%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would YASLX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+18.52%
vs Peers
-6.04%

YASLX Mutual Fund Performance

YASLX performance across multiple time periods: 1-month -3.39%, YTD 12.49%, 1-year 14.78%, 3-year 10.27%, 5-year 3.28%, 10-year 9.55%.

YASLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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