ALCFX Mutual Fund

ALCFX Mutual Fund

NAV$91.95
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Returns Overview

1 Month
-9.66%
3 Months
-3.72%
6 Months
+0.21%
YTD
+5.01%
1 Year
+2.01%
3 Years (annualized)
+37.00%
5 Years (annualized)
+14.68%
10 Years (annualized)
+19.95%

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)
+5.01%
Peer Avg (YTD)
+5.23%
vs Peers
-0.22%

ALCFX Mutual Fund Performance

ALCFX performance across multiple time periods: 1-month -9.66%, YTD 5.01%, 1-year 2.01%, 3-year 37.00%, 5-year 14.68%, 10-year 19.95%.

ALCFX returns trail the peer average of 5.23% 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.