ALAFX Mutual Fund

ALAFX Mutual Fund

NAV$105.16
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Returns Overview

1 Month
-9.60%
3 Months
-3.56%
6 Months
+0.57%
YTD
+5.67%
1 Year
+2.79%
3 Years (annualized)
+38.03%
5 Years (annualized)
+15.55%
10 Years (annualized)
+20.87%

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)
+5.67%
Peer Avg (YTD)
+5.23%
vs Peers
+0.44%

ALAFX Mutual Fund Performance

ALAFX performance across multiple time periods: 1-month -9.60%, YTD 5.67%, 1-year 2.79%, 3-year 38.03%, 5-year 15.55%, 10-year 20.87%.

ALAFX returns outperform the peer average of 5.23% 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.