ALMCX Mutual Fund

ALMCX Mutual Fund

NAV$7.09
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Returns Overview

1 Month
+1.20%
3 Months
-0.79%
6 Months
+6.47%
YTD
+1.75%
1 Year
+0.80%
3 Years (annualized)
+5.87%
5 Years (annualized)
-1.10%
10 Years (annualized)
+14.25%

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)
+1.75%
Peer Avg (YTD)
+15.20%
vs Peers
-13.45%

ALMCX Mutual Fund Performance

ALMCX performance across multiple time periods: 1-month 1.20%, YTD 1.75%, 1-year 0.80%, 3-year 5.87%, 5-year -1.10%, 10-year 14.25%.

ALMCX returns trail the peer average of 15.20% 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.