ALFVX Mutual Fund

ALFVX Mutual Fund

NAV$33.09
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Returns Overview

1 Month
-5.72%
3 Months
+2.45%
6 Months
+10.60%
YTD
+16.33%
1 Year
+23.90%
3 Years (annualized)
+13.07%
5 Years (annualized)
+5.29%
10 Years (annualized)
+10.26%

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)
+16.33%
Peer Avg (YTD)
+15.31%
vs Peers
+1.02%

ALFVX Mutual Fund Performance

ALFVX performance across multiple time periods: 1-month -5.72%, YTD 16.33%, 1-year 23.90%, 3-year 13.07%, 5-year 5.29%, 10-year 10.26%.

ALFVX 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.

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