APSLX Mutual Fund

NAV$17.16

Returns Overview

1 Month
-1.94%
3 Months
+3.50%
6 Months
+0.70%
YTD
+2.39%
1 Year
+15.47%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+10.82%
vs Peers
-8.43%

APSLX Mutual Fund Performance

APSLX performance across multiple time periods: 1-month -1.94%, YTD 2.39%, 1-year 15.47%.

APSLX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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