ALLIX Mutual Fund

ALLIX Mutual Fund

NAV$113.26
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Returns Overview

1 Month
-3.22%
3 Months
-0.42%
6 Months
-0.27%
YTD
+1.85%
1 Year
+8.86%
3 Years (annualized)
+21.61%
5 Years (annualized)
+10.20%
10 Years (annualized)
+18.16%

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)
+1.85%
Peer Avg (YTD)
+5.23%
vs Peers
-3.39%

ALLIX Mutual Fund Performance

ALLIX performance across multiple time periods: 1-month -3.22%, YTD 1.85%, 1-year 8.86%, 3-year 21.61%, 5-year 10.20%, 10-year 18.16%.

ALLIX returns trail the peer average of 5.23% 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.