ALCKX Mutual Fund

ALCKX Mutual Fund

NAV$92.76
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Returns Overview

1 Year
+1.63%
3 Years (annualized)
+8.48%
5 Years (annualized)
+3.99%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCKX 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
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📉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 Growth Index(^RLG)

ALCKX Mutual Fund Performance

ALCKX performance across multiple time periods: 1-year 1.63%, 3-year 8.48%, 5-year 3.99%, 10-year 13.24%.

ALCKX returns can be compared against peers and benchmarks. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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