ALMAX Mutual Fund

ALMAX Mutual Fund

NAV$15.18
See how much of ALMAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.38%
3 Months
+2.68%
6 Months
-0.07%
YTD
+1.07%
1 Year
+5.82%
3 Years (annualized)
+4.94%
5 Years (annualized)
-4.90%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+15.31%
vs Peers
-14.24%

ALMAX Mutual Fund Performance

ALMAX performance across multiple time periods: 1-month -11.38%, YTD 1.07%, 1-year 5.82%, 3-year 4.94%, 5-year -4.90%, 10-year 9.29%.

ALMAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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