ALGYX Mutual Fund

ALGYX Mutual Fund

NAV$123.41
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Returns Overview

1 Month
-0.26%
3 Months
+28.44%
6 Months
+16.47%
YTD
+15.93%
1 Year
+39.77%
3 Years (annualized)
+40.01%
5 Years (annualized)
+19.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.93%
Peer Avg (YTD)
+8.97%
vs Peers
+6.96%

ALGYX Mutual Fund Performance

ALGYX performance across multiple time periods: 1-month -0.26%, YTD 15.93%, 1-year 39.77%, 3-year 40.01%, 5-year 19.47%.

ALGYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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