ALCAX Mutual Fund

ALCAX Mutual Fund

NAV$10.33
See how much of ALCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
-0.37%
6 Months
-0.23%
YTD
+0.45%
1 Year
+5.27%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.39%
vs Peers
+0.06%

ALCAX Mutual Fund Performance

ALCAX performance across multiple time periods: 1-month -1.69%, YTD 0.45%, 1-year 5.27%, 3-year 3.35%, 5-year 0.63%, 10-year 1.84%.

ALCAX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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