ALGAX Mutual Fund

ALGAX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
-5.59%
3 Months
-6.45%
6 Months
-2.29%
YTD
+1.24%
1 Year
+0.17%
3 Years (annualized)
+15.05%
5 Years (annualized)
+0.73%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGAX 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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+5.23%
vs Peers
-3.99%

ALGAX Mutual Fund Performance

ALGAX performance across multiple time periods: 1-month -5.59%, YTD 1.24%, 1-year 0.17%, 3-year 15.05%, 5-year 0.73%, 10-year 7.54%.

ALGAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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