APSLX Mutual Fund

APSLX Mutual Fund

NAV$16.48
See how much of APSLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.89%
3 Months
-6.63%
6 Months
+6.11%
YTD
-1.61%
1 Year
+2.09%
3 Years (annualized)
+7.50%
5 Years (annualized)
+1.96%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APSLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-1.61%
Peer Avg (YTD)
+6.72%
vs Peers
-8.33%

APSLX Mutual Fund Performance

APSLX performance across multiple time periods: 1-month -6.89%, YTD -1.61%, 1-year 2.09%, 3-year 7.50%, 5-year 1.96%, 10-year 9.75%.

APSLX returns trail the peer average of 6.72% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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