AALXX Mutual Fund

AALXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.30%
3 Months
+0.84%
6 Months
+1.42%
YTD
+1.42%
1 Year
+3.43%
3 Years (annualized)
+4.07%
5 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALXX 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)
+1.42%
Peer Avg (YTD)
+1.70%
vs Peers
-0.27%

AALXX Mutual Fund Performance

AALXX performance across multiple time periods: 1-month 0.30%, YTD 1.42%, 1-year 3.43%, 3-year 4.07%, 5-year 3.00%.

AALXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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