AALGX Mutual Fund

AALGX Mutual Fund

NAV$32.14
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Returns Overview

1 Month
-0.16%
3 Months
+3.68%
6 Months
+7.79%
YTD
+10.03%
1 Year
+20.57%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.47%
10 Years (annualized)
+11.28%

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
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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
MSCI All Country World Index
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+9.42%
vs Peers
+0.61%

AALGX Mutual Fund Performance

AALGX performance across multiple time periods: 1-month -0.16%, YTD 10.03%, 1-year 20.57%, 3-year 16.73%, 5-year 9.47%, 10-year 11.28%.

AALGX returns outperform the peer average of 9.42% 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.