AALIX Mutual Fund

AALIX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
+1.14%
3 Months
+1.36%
6 Months
+7.07%
YTD
+7.39%
1 Year
+11.51%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALIX 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)
+7.39%
Peer Avg (YTD)
+4.75%
vs Peers
+2.65%

AALIX Mutual Fund Performance

AALIX performance across multiple time periods: 1-month 1.14%, YTD 7.39%, 1-year 11.51%, 3-year 12.21%, 5-year 7.11%.

AALIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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