ALCBX Mutual Fund

ALCBX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-1.76%
3 Months
+2.62%
6 Months
+4.98%
YTD
+7.66%
1 Year
+15.95%
3 Years (annualized)
+12.85%
5 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+5.54%
vs Peers
+2.12%

ALCBX Mutual Fund Performance

ALCBX performance across multiple time periods: 1-month -1.76%, YTD 7.66%, 1-year 15.95%, 3-year 12.85%, 5-year 6.63%.

ALCBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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