ALIBX Mutual Fund

ALIBX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-0.88%
3 Months
+0.08%
6 Months
+2.75%
YTD
+7.75%
1 Year
+9.77%
3 Years (annualized)
+16.34%
5 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALIBX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+5.30%
vs Peers
+2.44%

ALIBX Mutual Fund Performance

ALIBX performance across multiple time periods: 1-month -0.88%, YTD 7.75%, 1-year 9.77%, 3-year 16.34%, 5-year 7.01%.

ALIBX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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