ALGYX Mutual Fund

ALGYX Mutual Fund

NAV$124.25
See how much of ALGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.31%
3 Months
+4.38%
6 Months
+11.89%
YTD
+9.77%
1 Year
+24.64%
3 Years (annualized)
+35.99%
5 Years (annualized)
+17.85%
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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+6.23%
vs Peers
+3.54%

ALGYX Mutual Fund Performance

ALGYX performance across multiple time periods: 1-month -5.31%, YTD 9.77%, 1-year 24.64%, 3-year 35.99%, 5-year 17.85%, 10-year 21.55%.

ALGYX returns outperform the peer average of 6.23% 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.