ALLFX Mutual Fund

NAV$10.07

Returns Overview

1 Month
-2.46%
3 Months
+3.99%
6 Months
+17.16%
YTD
+17.44%
1 Year
+23.98%
3 Years (annualized)
+11.12%
5 Years (annualized)
+4.03%
10 Years (annualized)
+5.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+5.93%
vs Peers
+11.50%

ALLFX Mutual Fund Performance

ALLFX performance across multiple time periods: 1-month -2.46%, YTD 17.44%, 1-year 23.98%, 3-year 11.12%, 5-year 4.03%, 10-year 5.11%.

ALLFX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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