ALEFX Mutual Fund

NAV$15.86

Returns Overview

1 Month
+1.51%
3 Months
+0.39%
6 Months
+23.23%
YTD
+21.97%
1 Year
+22.37%
3 Years (annualized)
+24.64%
5 Years (annualized)
+17.92%
10 Years (annualized)
+9.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+21.97%
Peer Avg (YTD)
+14.02%
vs Peers
+7.95%

ALEFX Mutual Fund Performance

ALEFX performance across multiple time periods: 1-month 1.51%, YTD 21.97%, 1-year 22.37%, 3-year 24.64%, 5-year 17.92%, 10-year 9.65%.

ALEFX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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