ALFRX Mutual Fund

ALFRX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
-0.20%
3 Months
-2.32%
6 Months
+7.69%
YTD
+15.70%
1 Year
+18.47%
3 Years (annualized)
+13.88%
5 Years (annualized)
+4.23%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFRX 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)
+15.70%
Peer Avg (YTD)
+15.20%
vs Peers
+0.50%

ALFRX Mutual Fund Performance

ALFRX performance across multiple time periods: 1-month -0.20%, YTD 15.70%, 1-year 18.47%, 3-year 13.88%, 5-year 4.23%, 10-year 9.49%.

ALFRX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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