ALCBX Mutual Fund

ALCBX Mutual Fund

NAV$13.42
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Returns Overview

1 Month
-0.89%
3 Months
+0.16%
6 Months
+2.78%
YTD
+7.82%
1 Year
+9.79%
3 Years (annualized)
+15.72%
5 Years (annualized)
+6.39%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+5.30%
vs Peers
+2.52%

ALCBX Mutual Fund Performance

ALCBX performance across multiple time periods: 1-month -0.89%, YTD 7.82%, 1-year 9.79%, 3-year 15.72%, 5-year 6.39%.

ALCBX returns outperform the peer average of 5.30% 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.