ALFCX Mutual Fund

ALFCX Mutual Fund

NAV$22.50
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Returns Overview

1 Month
-5.82%
3 Months
+2.16%
6 Months
+10.02%
YTD
+15.58%
1 Year
+22.58%
3 Years (annualized)
+11.64%
5 Years (annualized)
+4.03%
10 Years (annualized)
+9.00%

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)
+15.58%
Peer Avg (YTD)
+15.31%
vs Peers
+0.27%

ALFCX Mutual Fund Performance

ALFCX performance across multiple time periods: 1-month -5.82%, YTD 15.58%, 1-year 22.58%, 3-year 11.64%, 5-year 4.03%, 10-year 9.00%.

ALFCX returns outperform the peer average of 15.31% 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.