ALGCX Mutual Fund

ALGCX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-3.50%
3 Months
+4.22%
6 Months
+3.95%
YTD
+9.81%
1 Year
+11.25%
3 Years (annualized)
+11.02%
5 Years (annualized)
+2.22%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGCX 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)
+9.81%
Peer Avg (YTD)
+6.23%
vs Peers
+3.58%

ALGCX Mutual Fund Performance

ALGCX performance across multiple time periods: 1-month -3.50%, YTD 9.81%, 1-year 11.25%, 3-year 11.02%, 5-year 2.22%, 10-year 7.28%.

ALGCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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