AALGX Mutual Fund

AALGX Mutual Fund

NAV$32.68
See how much of AALGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
+1.88%
6 Months
+7.95%
YTD
+12.24%
1 Year
+20.20%
3 Years (annualized)
+17.18%
5 Years (annualized)
+8.55%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALGX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+10.17%
vs Peers
+2.07%

AALGX Mutual Fund Performance

AALGX performance across multiple time periods: 1-month 2.01%, YTD 12.24%, 1-year 20.20%, 3-year 17.18%, 5-year 8.55%, 10-year 11.04%.

AALGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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