ALMCX Mutual Fund

ALMCX Mutual Fund

NAV$7.02
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Returns Overview

3 Months
-5.21%
6 Months
-2.88%
YTD
-4.70%
1 Year
-1.80%
3 Years (annualized)
+9.16%
5 Years (annualized)
-8.28%
10 Years (annualized)
+6.51%

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)
-4.70%
Peer Avg (YTD)
+12.21%
vs Peers
-16.91%

ALMCX Mutual Fund Performance

ALMCX performance across multiple time periods: YTD -4.70%, 1-year -1.80%, 3-year 9.16%, 5-year -8.28%, 10-year 6.51%.

ALMCX returns trail the peer average of 12.21% 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.