ALCZX Mutual Fund

ALCZX Mutual Fund

NAV$22.77
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Returns Overview

1 Month
-3.37%
3 Months
+4.52%
6 Months
+4.56%
YTD
+10.63%
1 Year
+12.56%
3 Years (annualized)
+12.33%
5 Years (annualized)
+3.45%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCZX 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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+6.23%
vs Peers
+4.40%

ALCZX Mutual Fund Performance

ALCZX performance across multiple time periods: 1-month -3.37%, YTD 10.63%, 1-year 12.56%, 3-year 12.33%, 5-year 3.45%, 10-year 8.61%.

ALCZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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