ALAFX Mutual Fund

ALAFX Mutual Fund

NAV$116.41
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Returns Overview

1 Month
-5.34%
3 Months
+4.28%
6 Months
+11.71%
YTD
+9.56%
1 Year
+24.21%
3 Years (annualized)
+35.47%
5 Years (annualized)
+17.41%
10 Years (annualized)
+21.12%

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
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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)
+9.56%
Peer Avg (YTD)
+6.23%
vs Peers
+3.33%

ALAFX Mutual Fund Performance

ALAFX performance across multiple time periods: 1-month -5.34%, YTD 9.56%, 1-year 24.21%, 3-year 35.47%, 5-year 17.41%, 10-year 21.12%.

ALAFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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