ALCCX Mutual Fund

NAV$19.80

Returns Overview

1 Month
-0.84%
3 Months
+26.67%
6 Months
+13.29%
YTD
+13.10%
1 Year
+30.71%
3 Years (annualized)
+34.11%
5 Years (annualized)
+22.75%
10 Years (annualized)
+28.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+8.97%
vs Peers
+4.12%

ALCCX Mutual Fund Performance

ALCCX performance across multiple time periods: 1-month -0.84%, YTD 13.10%, 1-year 30.71%, 3-year 34.11%, 5-year 22.75%, 10-year 28.38%.

ALCCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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