ALFVX Mutual Fund

ALFVX Mutual Fund

NAV$31.89
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Returns Overview

1 Month
-0.12%
3 Months
-2.17%
6 Months
+8.00%
YTD
+16.19%
1 Year
+19.18%
3 Years (annualized)
+14.54%
5 Years (annualized)
+4.84%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFVX 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)
+16.19%
Peer Avg (YTD)
+15.20%
vs Peers
+0.99%

ALFVX Mutual Fund Performance

ALFVX performance across multiple time periods: 1-month -0.12%, YTD 16.19%, 1-year 19.18%, 3-year 14.54%, 5-year 4.84%, 10-year 10.13%.

ALFVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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