ALGCX Mutual Fund

ALGCX Mutual Fund

NAV$15.02
See how much of ALGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.61%
3 Months
-6.58%
6 Months
-2.64%
YTD
+0.59%
1 Year
-0.61%
3 Years (annualized)
+14.22%
5 Years (annualized)
-0.05%
10 Years (annualized)
+6.69%

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
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)
+0.59%
Peer Avg (YTD)
+5.23%
vs Peers
-4.65%

ALGCX Mutual Fund Performance

ALGCX performance across multiple time periods: 1-month -5.61%, YTD 0.59%, 1-year -0.61%, 3-year 14.22%, 5-year -0.05%, 10-year 6.69%.

ALGCX returns trail the peer average of 5.23% 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.