ALAFX Mutual Fund

NAV$115.66

Returns Overview

1 Month
-0.29%
3 Months
+28.33%
6 Months
+16.27%
YTD
+15.74%
1 Year
+39.28%
3 Years (annualized)
+39.52%
5 Years (annualized)
+19.05%
10 Years (annualized)
+22.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALAFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.74%
Peer Avg (YTD)
+8.97%
vs Peers
+6.77%

ALAFX Mutual Fund Performance

ALAFX performance across multiple time periods: 1-month -0.29%, YTD 15.74%, 1-year 39.28%, 3-year 39.52%, 5-year 19.05%, 10-year 22.41%.

ALAFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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