ALCCX Mutual Fund

ALCCX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
-4.76%
3 Months
+4.34%
6 Months
+10.14%
YTD
+7.71%
1 Year
+17.95%
3 Years (annualized)
+30.67%
5 Years (annualized)
+13.70%
10 Years (annualized)
+17.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+6.23%
vs Peers
+1.48%

ALCCX Mutual Fund Performance

ALCCX performance across multiple time periods: 1-month -4.76%, YTD 7.71%, 1-year 17.95%, 3-year 30.67%, 5-year 13.70%, 10-year 17.66%.

ALCCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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