AALIX Mutual Fund

AALIX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
+1.81%
3 Months
+2.70%
6 Months
+4.92%
YTD
+6.19%
1 Year
+13.62%
3 Years (annualized)
+11.33%
5 Years (annualized)
+6.91%

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)
+6.19%
Peer Avg (YTD)
+2.39%
vs Peers
+3.80%

AALIX Mutual Fund Performance

AALIX performance across multiple time periods: 1-month 1.81%, YTD 6.19%, 1-year 13.62%, 3-year 11.33%, 5-year 6.91%.

AALIX returns outperform the peer average of 2.39% 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.