AALRX Mutual Fund

NAV$30.42

Returns Overview

1 Month
+0.77%
3 Months
+7.69%
6 Months
+7.65%
YTD
+6.62%
1 Year
+16.90%
3 Years (annualized)
+15.52%
5 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+9.49%
vs Peers
-2.87%

AALRX Mutual Fund Performance

AALRX performance across multiple time periods: 1-month 0.77%, YTD 6.62%, 1-year 16.90%, 3-year 15.52%, 5-year 10.19%.

AALRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

AALRX performance comparison shows side-by-side returns with another fund. AALRX alternatives are available in the Mutual Fund Screener.