ALFCX Mutual Fund

ALFCX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
-0.18%
3 Months
-2.42%
6 Months
+7.42%
YTD
+15.37%
1 Year
+17.93%
3 Years (annualized)
+13.30%
5 Years (annualized)
+3.71%
10 Years (annualized)
+8.95%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.37%
Peer Avg (YTD)
+15.20%
vs Peers
+0.17%

ALFCX Mutual Fund Performance

ALFCX performance across multiple time periods: 1-month -0.18%, YTD 15.37%, 1-year 17.93%, 3-year 13.30%, 5-year 3.71%, 10-year 8.95%.

ALFCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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