AALIX Mutual Fund

AALIX Mutual Fund

NAV$14.25
See how much of AALIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
+1.96%
6 Months
+10.51%
YTD
+6.35%
1 Year
+8.00%
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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+5.40%
vs Peers
+0.95%

AALIX Mutual Fund Performance

AALIX performance across multiple time periods: 1-month -0.97%, YTD 6.35%, 1-year 8.00%, 3-year 12.21%, 5-year 7.11%.

AALIX returns outperform the peer average of 5.40% 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.