ALGRX Mutual Fund

NAV$118.54

Returns Overview

1 Month
-0.29%
3 Months
+28.33%
6 Months
+16.29%
YTD
+15.75%
1 Year
+39.35%
3 Years (annualized)
+39.56%
5 Years (annualized)
+21.88%
10 Years (annualized)
+24.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+8.97%
vs Peers
+6.78%

ALGRX Mutual Fund Performance

ALGRX performance across multiple time periods: 1-month -0.29%, YTD 15.75%, 1-year 39.35%, 3-year 39.56%, 5-year 21.88%, 10-year 24.71%.

ALGRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

ALGRX performance comparison shows side-by-side returns with another fund. ALGRX alternatives are available in the Mutual Fund Screener.