ALARX Mutual Fund

ALARX Mutual Fund

NAV$61.53
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Returns Overview

1 Month
-5.13%
3 Months
+5.14%
6 Months
+11.63%
YTD
+9.35%
1 Year
+20.84%
3 Years (annualized)
+32.40%
5 Years (annualized)
+14.95%
10 Years (annualized)
+18.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALARX 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)
+9.35%
Peer Avg (YTD)
+6.23%
vs Peers
+3.11%

ALARX Mutual Fund Performance

ALARX performance across multiple time periods: 1-month -5.13%, YTD 9.35%, 1-year 20.84%, 3-year 32.40%, 5-year 14.95%, 10-year 18.72%.

ALARX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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