ALGYX Mutual Fund

ALGYX Mutual Fund

NAV$130.43
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Returns Overview

1 Month
+3.25%
3 Months
-2.49%
6 Months
+19.87%
YTD
+13.34%
1 Year
+25.80%
3 Years (annualized)
+38.12%
5 Years (annualized)
+17.87%
10 Years (annualized)
+21.55%

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)
+13.34%
Peer Avg (YTD)
+8.51%
vs Peers
+4.83%

ALGYX Mutual Fund Performance

ALGYX performance across multiple time periods: 1-month 3.25%, YTD 13.34%, 1-year 25.80%, 3-year 38.12%, 5-year 17.87%, 10-year 21.55%.

ALGYX returns outperform the peer average of 8.51% 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.