ALLIX Mutual Fund

NAV$118.35

Returns Overview

1 Month
-2.40%
3 Months
+14.57%
6 Months
+3.47%
YTD
+3.69%
1 Year
+18.75%
3 Years (annualized)
+20.71%
5 Years (annualized)
+13.26%
10 Years (annualized)
+18.78%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+8.97%
vs Peers
-5.28%

ALLIX Mutual Fund Performance

ALLIX performance across multiple time periods: 1-month -2.40%, YTD 3.69%, 1-year 18.75%, 3-year 20.71%, 5-year 13.26%, 10-year 18.78%.

ALLIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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