ALGAX Mutual Fund

ALGAX Mutual Fund

NAV$22.29
See how much of ALGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.40%
3 Months
+4.45%
6 Months
+4.40%
YTD
+10.41%
1 Year
+12.14%
3 Years (annualized)
+11.89%
5 Years (annualized)
+3.03%
10 Years (annualized)
+8.15%

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
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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+6.23%
vs Peers
+4.18%

ALGAX Mutual Fund Performance

ALGAX performance across multiple time periods: 1-month -3.40%, YTD 10.41%, 1-year 12.14%, 3-year 11.89%, 5-year 3.03%, 10-year 8.15%.

ALGAX returns outperform the peer average of 6.23% 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.