ALEFX Mutual Fund

ALEFX Mutual Fund

NAV$16.40
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Returns Overview

1 Month
+3.55%
3 Months
+1.78%
6 Months
+18.46%
YTD
+27.61%
1 Year
+27.31%
3 Years (annualized)
+24.37%
5 Years (annualized)
+19.81%
10 Years (annualized)
+9.99%

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
PROUpgrade to run
📉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)
+27.61%
Peer Avg (YTD)
+19.98%
vs Peers
+7.63%

ALEFX Mutual Fund Performance

ALEFX performance across multiple time periods: 1-month 3.55%, YTD 27.61%, 1-year 27.31%, 3-year 24.37%, 5-year 19.81%, 10-year 9.99%.

ALEFX returns outperform the peer average of 19.98% 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.