ALCFX Mutual Fund

NAV$101.33

Returns Overview

1 Month
-0.36%
3 Months
+28.09%
6 Months
+15.84%
YTD
+15.31%
1 Year
+38.21%
3 Years (annualized)
+38.48%
5 Years (annualized)
+21.15%
10 Years (annualized)
+23.78%

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
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)
+15.31%
Peer Avg (YTD)
+8.97%
vs Peers
+6.33%

ALCFX Mutual Fund Performance

ALCFX performance across multiple time periods: 1-month -0.36%, YTD 15.31%, 1-year 38.21%, 3-year 38.48%, 5-year 21.15%, 10-year 23.78%.

ALCFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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