ALLFX Mutual Fund

ALLFX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+3.81%
3 Months
+1.97%
6 Months
+8.60%
YTD
+22.78%
1 Year
+27.77%
3 Years (annualized)
+12.14%
5 Years (annualized)
+4.54%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALLFX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+6.69%
vs Peers
+16.08%

ALLFX Mutual Fund Performance

ALLFX performance across multiple time periods: 1-month 3.81%, YTD 22.78%, 1-year 27.77%, 3-year 12.14%, 5-year 4.54%, 10-year 5.46%.

ALLFX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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