ALFAX Mutual Fund

NAV$32.18

Returns Overview

1 Month
+3.83%
3 Months
+22.07%
6 Months
+23.12%
YTD
+21.85%
1 Year
+38.87%
3 Years (annualized)
+18.05%
5 Years (annualized)
+6.84%
10 Years (annualized)
+11.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.85%
Peer Avg (YTD)
+18.52%
vs Peers
+3.32%

ALFAX Mutual Fund Performance

ALFAX performance across multiple time periods: 1-month 3.83%, YTD 21.85%, 1-year 38.87%, 3-year 18.05%, 5-year 6.84%, 10-year 11.60%.

ALFAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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