ALFOX Mutual Fund

ALFOX Mutual Fund

NAV$33.46
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Returns Overview

1 Month
-5.69%
3 Months
+2.45%
6 Months
+10.60%
YTD
+16.34%
1 Year
+23.91%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.21%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFOX 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)
+16.34%
Peer Avg (YTD)
+15.31%
vs Peers
+1.03%

ALFOX Mutual Fund Performance

ALFOX performance across multiple time periods: 1-month -5.69%, YTD 16.34%, 1-year 23.91%, 3-year 12.93%, 5-year 5.21%, 10-year 10.23%.

ALFOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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