ASYLX Mutual Fund

ASYLX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-0.13%
3 Months
+1.39%
6 Months
+7.61%
YTD
+5.67%
1 Year
+7.23%
3 Years (annualized)
+12.73%
5 Years (annualized)
+7.41%
10 Years (annualized)
+8.93%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+5.11%
vs Peers
+0.56%

ASYLX Mutual Fund Performance

ASYLX performance across multiple time periods: 1-month -0.13%, YTD 5.67%, 1-year 7.23%, 3-year 12.73%, 5-year 7.41%, 10-year 8.93%.

ASYLX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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