ALCZX Mutual Fund

ALCZX Mutual Fund

NAV$23.41
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.71%
3 Months
+16.88%
6 Months
+14.49%
YTD
+12.19%
1 Year
+13.85%
3 Years (annualized)
+15.89%
5 Years (annualized)
+4.67%
10 Years (annualized)
+9.43%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+8.97%
vs Peers
+3.22%

ALCZX Mutual Fund Performance

ALCZX performance across multiple time periods: 1-month 3.71%, YTD 12.19%, 1-year 13.85%, 3-year 15.89%, 5-year 4.67%, 10-year 9.43%.

ALCZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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