ALEFX Mutual Fund

ALEFX Mutual Fund

NAV$15.30
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Returns Overview

1 Month
+9.79%
3 Months
+2.81%
6 Months
+4.63%
YTD
+29.84%
1 Year
+37.88%
3 Years (annualized)
+27.03%
5 Years (annualized)
+19.34%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALEFX 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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+29.84%
Peer Avg (YTD)
+25.52%
vs Peers
+4.33%

ALEFX Mutual Fund Performance

ALEFX performance across multiple time periods: 1-month 9.79%, YTD 29.84%, 1-year 37.88%, 3-year 27.03%, 5-year 19.34%, 10-year 10.58%.

ALEFX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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