ALFRX Mutual Fund

NAV$30.41

Returns Overview

1 Month
+3.82%
3 Months
+22.01%
6 Months
+22.97%
YTD
+21.73%
1 Year
+32.02%
3 Years (annualized)
+16.32%
5 Years (annualized)
+5.79%
10 Years (annualized)
+13.47%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.73%
Peer Avg (YTD)
+18.52%
vs Peers
+3.20%

ALFRX Mutual Fund Performance

ALFRX performance across multiple time periods: 1-month 3.82%, YTD 21.73%, 1-year 32.02%, 3-year 16.32%, 5-year 5.79%, 10-year 13.47%.

ALFRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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