ALFCX Mutual Fund

NAV$22.73

Returns Overview

1 Month
+3.79%
3 Months
+21.89%
6 Months
+22.72%
YTD
+21.45%
1 Year
+31.37%
3 Years (annualized)
+15.26%
5 Years (annualized)
+5.01%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFCX 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)
+21.45%
Peer Avg (YTD)
+18.52%
vs Peers
+2.93%

ALFCX Mutual Fund Performance

ALFCX performance across multiple time periods: 1-month 3.79%, YTD 21.45%, 1-year 31.37%, 3-year 15.26%, 5-year 5.01%, 10-year 10.23%.

ALFCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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