ALCFX Mutual Fund

ALCFX Mutual Fund

NAV$104.51
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Returns Overview

1 Month
+3.31%
3 Months
+0.82%
6 Months
+29.14%
YTD
+16.25%
1 Year
+16.08%
3 Years (annualized)
+36.61%
5 Years (annualized)
+16.57%
10 Years (annualized)
+20.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCFX 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)
+16.25%
Peer Avg (YTD)
+8.68%
vs Peers
+7.57%

ALCFX Mutual Fund Performance

ALCFX performance across multiple time periods: 1-month 3.31%, YTD 16.25%, 1-year 16.08%, 3-year 36.61%, 5-year 16.57%, 10-year 20.64%.

ALCFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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