ASILX Mutual Fund

ASILX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-0.46%
3 Months
+0.39%
6 Months
+3.17%
YTD
+5.23%
1 Year
+5.98%
3 Years (annualized)
+13.55%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASILX 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)
+5.23%
Peer Avg (YTD)
+6.14%
vs Peers
-0.91%

ASILX Mutual Fund Performance

ASILX performance across multiple time periods: 1-month -0.46%, YTD 5.23%, 1-year 5.98%, 3-year 13.55%, 5-year 6.90%, 10-year 9.04%.

ASILX returns trail the peer average of 6.14% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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