ALFTX Mutual Fund

ALFTX Mutual Fund

NAV$32.76
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Returns Overview

1 Month
-5.68%
3 Months
+2.44%
6 Months
+10.59%
YTD
+16.29%
1 Year
+23.82%
3 Years (annualized)
+12.83%
5 Years (annualized)
+5.12%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFTX 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)
+16.29%
Peer Avg (YTD)
+15.31%
vs Peers
+0.98%

ALFTX Mutual Fund Performance

ALFTX performance across multiple time periods: 1-month -5.68%, YTD 16.29%, 1-year 23.82%, 3-year 12.83%, 5-year 5.12%, 10-year 10.17%.

ALFTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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