ALCAX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+0.75%
3 Months
+2.21%
6 Months
+2.17%
YTD
+2.17%
1 Year
+6.64%
3 Years (annualized)
+3.99%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.86%

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
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📉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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+1.98%
vs Peers
+0.20%

ALCAX Mutual Fund Performance

ALCAX performance across multiple time periods: 1-month 0.75%, YTD 2.17%, 1-year 6.64%, 3-year 3.99%, 5-year 1.07%, 10-year 1.86%.

ALCAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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