ALFKX Mutual Fund

ALFKX Mutual Fund

NAV$31.03
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Returns Overview

1 Month
-5.73%
3 Months
+2.37%
6 Months
+10.41%
YTD
+16.10%
1 Year
+23.50%
3 Years (annualized)
+12.70%
5 Years (annualized)
+4.93%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFKX 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)
+16.10%
Peer Avg (YTD)
+15.31%
vs Peers
+0.79%

ALFKX Mutual Fund Performance

ALFKX performance across multiple time periods: 1-month -5.73%, YTD 16.10%, 1-year 23.50%, 3-year 12.70%, 5-year 4.93%, 10-year 9.89%.

ALFKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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