ALCVX Mutual Fund

NAV$10.43

Returns Overview

1 Month
+0.77%
3 Months
+2.28%
6 Months
+2.30%
YTD
+2.30%
1 Year
+6.90%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.37%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+1.98%
vs Peers
+0.33%

ALCVX Mutual Fund Performance

ALCVX performance across multiple time periods: 1-month 0.77%, YTD 2.30%, 1-year 6.90%, 3-year 4.25%, 5-year 1.37%, 10-year 2.13%.

ALCVX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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