ALCEX Mutual Fund

ALCEX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
+1.75%
3 Months
+8.81%
6 Months
+16.98%
YTD
+24.97%
1 Year
+38.55%
3 Years (annualized)
+20.82%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+24.97%
Peer Avg (YTD)
+11.41%
vs Peers
+13.56%

ALCEX Mutual Fund Performance

ALCEX performance across multiple time periods: 1-month 1.75%, YTD 24.97%, 1-year 38.55%, 3-year 20.82%.

ALCEX returns outperform the peer average of 11.41% 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.