ALMAX Mutual Fund

ALMAX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
+0.07%
3 Months
-5.15%
6 Months
-2.61%
YTD
-4.13%
1 Year
-1.10%
3 Years (annualized)
+9.95%
5 Years (annualized)
-7.58%
10 Years (annualized)
+7.80%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.13%
Peer Avg (YTD)
+12.21%
vs Peers
-16.34%

ALMAX Mutual Fund Performance

ALMAX performance across multiple time periods: 1-month 0.07%, YTD -4.13%, 1-year -1.10%, 3-year 9.95%, 5-year -7.58%, 10-year 7.80%.

ALMAX returns trail the peer average of 12.21% 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.