AALRX Mutual Fund

AALRX Mutual Fund

NAV$30.77
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Returns Overview

1 Month
+3.35%
3 Months
+4.87%
6 Months
+8.79%
YTD
+11.26%
1 Year
+20.86%
3 Years (annualized)
+15.07%
5 Years (annualized)
+10.90%
10 Years (annualized)
+11.94%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+11.41%
vs Peers
-0.15%

AALRX Mutual Fund Performance

AALRX performance across multiple time periods: 1-month 3.35%, YTD 11.26%, 1-year 20.86%, 3-year 15.07%, 5-year 10.90%, 10-year 11.94%.

AALRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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