ALBCX Mutual Fund

NAV$104.26

Returns Overview

1 Month
+0.34%
3 Months
+15.50%
6 Months
+13.40%
YTD
+12.87%
1 Year
+28.53%
3 Years (annualized)
+20.83%
5 Years (annualized)
+13.85%
10 Years (annualized)
+14.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALBCX 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)
+12.87%
Peer Avg (YTD)
+9.51%
vs Peers
+3.36%

ALBCX Mutual Fund Performance

ALBCX performance across multiple time periods: 1-month 0.34%, YTD 12.87%, 1-year 28.53%, 3-year 20.83%, 5-year 13.85%, 10-year 14.26%.

ALBCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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