ALFYX Mutual Fund

ALFYX Mutual Fund

NAV$31.60
See how much of ALFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.15%
3 Months
-2.19%
6 Months
+7.97%
YTD
+16.12%
1 Year
+19.09%
3 Years (annualized)
+14.44%
5 Years (annualized)
+4.75%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.12%
Peer Avg (YTD)
+15.20%
vs Peers
+0.92%

ALFYX Mutual Fund Performance

ALFYX performance across multiple time periods: 1-month -0.15%, YTD 16.12%, 1-year 19.09%, 3-year 14.44%, 5-year 4.75%, 10-year 10.04%.

ALFYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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