ALFKX Mutual Fund

ALFKX Mutual Fund

NAV$30.04
See how much of ALFKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.16%
3 Months
-2.27%
6 Months
+7.82%
YTD
+15.91%
1 Year
+18.77%
3 Years (annualized)
+14.16%
5 Years (annualized)
+4.49%
10 Years (annualized)
+9.77%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.91%
Peer Avg (YTD)
+15.20%
vs Peers
+0.71%

ALFKX Mutual Fund Performance

ALFKX performance across multiple time periods: 1-month -0.16%, YTD 15.91%, 1-year 18.77%, 3-year 14.16%, 5-year 4.49%, 10-year 9.77%.

ALFKX returns outperform the peer average of 15.20% 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.