AALTX Mutual Fund

AALTX Mutual Fund

NAV$25.32
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Returns Overview

1 Month
-1.52%
3 Months
-1.60%
6 Months
+1.69%
YTD
+6.53%
1 Year
+8.70%
3 Years (annualized)
+19.23%
5 Years (annualized)
+7.75%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+14.77%
vs Peers
-8.23%

AALTX Mutual Fund Performance

AALTX performance across multiple time periods: 1-month -1.52%, YTD 6.53%, 1-year 8.70%, 3-year 19.23%, 5-year 7.75%, 10-year 11.41%.

AALTX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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