Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ASLWX (SELECT FUND Y CLASS) 8.17% 27.20% 21.65% 13.51% NA NA NA
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
Name Start Date End Date
ASLWX (SELECT FUND Y CLASS) 04/11/2017 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -0.69 27.20 21.65 13.51 NA NA NA 8.17 8.12 22.49 33.74 -35.02 16.29 26.54 36.97 -3.25 18.98
Sharpe Ratio NA 1.70 1.02 0.52 NA NA NA 1.15 0.21 0.91 1.79 -1.16 0.94 0.73 2.46 -0.23 3.22
Standard Deviation(%) NA 15.90 19.11 21.45 NA NA NA 17.96 25.35 17.54 16.59 31.41 17.36 35.79 14.43 19.64 8.22
Draw Down(%) NA 14.53 23.79 31.00 NA NA NA 13.57 23.05 12.91 10.31 37.04 12.32 30.91 8.84 22.11 2.28
Yield(%) 0.00 10.15 7.72 7.21 9.62 6.41 4.81 0.00 10.08 4.33 6.72 6.40 9.43 7.61 7.01 8.10 7.24
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASLWX (SELECT FUND Y CLASS) 6.54%
Dec 2019 – Dec 2022
9.89%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASLWX (SELECT FUND Y CLASS) 32.36%
Dec 2018 – Dec 2021
18.39%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return