AALTX Mutual Fund

AALTX Mutual Fund

NAV$26.28
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Returns Overview

1 Month
-1.50%
3 Months
+3.34%
6 Months
+6.20%
YTD
+8.26%
1 Year
+17.69%
3 Years (annualized)
+16.35%
5 Years (annualized)
+8.97%
10 Years (annualized)
+11.50%

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)
+8.26%
Peer Avg (YTD)
+6.99%
vs Peers
+1.27%

AALTX Mutual Fund Performance

AALTX performance across multiple time periods: 1-month -1.50%, YTD 8.26%, 1-year 17.69%, 3-year 16.35%, 5-year 8.97%, 10-year 11.50%.

AALTX returns outperform the peer average of 6.99% 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.