ALLFX Mutual Fund

ALLFX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+0.71%
3 Months
-0.30%
6 Months
+11.90%
YTD
+18.27%
1 Year
+24.56%
3 Years (annualized)
+10.12%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.02%

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)
+18.27%
Peer Avg (YTD)
+5.79%
vs Peers
+12.47%

ALLFX Mutual Fund Performance

ALLFX performance across multiple time periods: 1-month 0.71%, YTD 18.27%, 1-year 24.56%, 3-year 10.12%, 5-year 3.99%, 10-year 5.02%.

ALLFX returns outperform the peer average of 5.79% 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.