ALCEX Mutual Fund

ALCEX Mutual Fund

NAV$19.79
See how much of ALCEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.52%
3 Months
+5.13%
6 Months
+14.29%
YTD
+26.86%
1 Year
+36.40%
3 Years (annualized)
+22.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+26.86%
Peer Avg (YTD)
+12.44%
vs Peers
+14.42%

ALCEX Mutual Fund Performance

ALCEX performance across multiple time periods: 1-month 1.52%, YTD 26.86%, 1-year 36.40%, 3-year 22.47%.

ALCEX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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