ALABX Mutual Fund

ALABX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
+1.68%
3 Months
+1.87%
6 Months
+5.49%
YTD
+9.44%
1 Year
+17.80%
3 Years (annualized)
+14.86%
5 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALABX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+6.28%
vs Peers
+3.15%

ALABX Mutual Fund Performance

ALABX performance across multiple time periods: 1-month 1.68%, YTD 9.44%, 1-year 17.80%, 3-year 14.86%, 5-year 7.45%.

ALABX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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