ALLIX Mutual Fund

ALLIX Mutual Fund

NAV$116.54
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Returns Overview

1 Month
-1.37%
3 Months
+0.15%
6 Months
+2.84%
YTD
+2.28%
1 Year
+6.18%
3 Years (annualized)
+15.89%
5 Years (annualized)
+8.34%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALLIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+6.23%
vs Peers
-3.96%

ALLIX Mutual Fund Performance

ALLIX performance across multiple time periods: 1-month -1.37%, YTD 2.28%, 1-year 6.18%, 3-year 15.89%, 5-year 8.34%, 10-year 15.78%.

ALLIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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