ALMCX Mutual Fund

ALMCX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-11.48%
3 Months
+2.47%
6 Months
-0.53%
YTD
+0.54%
1 Year
+4.91%
3 Years (annualized)
+4.10%
5 Years (annualized)
-5.64%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMCX 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)
+0.54%
Peer Avg (YTD)
+15.31%
vs Peers
-14.77%

ALMCX Mutual Fund Performance

ALMCX performance across multiple time periods: 1-month -11.48%, YTD 0.54%, 1-year 4.91%, 3-year 4.10%, 5-year -5.64%, 10-year 8.45%.

ALMCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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