ALCZX Mutual Fund

ALCZX Mutual Fund

NAV$22.32
See how much of ALCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.97%
3 Months
+1.19%
6 Months
+5.58%
YTD
+11.71%
1 Year
+13.15%
3 Years (annualized)
+14.49%
5 Years (annualized)
+2.80%
10 Years (annualized)
+8.74%

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)
+11.71%
Peer Avg (YTD)
+8.51%
vs Peers
+3.20%

ALCZX Mutual Fund Performance

ALCZX performance across multiple time periods: 1-month 0.97%, YTD 11.71%, 1-year 13.15%, 3-year 14.49%, 5-year 2.80%, 10-year 8.74%.

ALCZX returns outperform the peer average of 8.51% 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.