ALMIX Mutual Fund

ALMIX Mutual Fund

NAV$9.67
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Returns Overview

3 Months
-0.38%
6 Months
-1.88%
YTD
+1.51%
1 Year
+1.54%
3 Years (annualized)
+0.92%
5 Years (annualized)
-2.33%
10 Years (annualized)
-0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+2.15%
vs Peers
-0.64%

ALMIX Mutual Fund Performance

ALMIX performance across multiple time periods: YTD 1.51%, 1-year 1.54%, 3-year 0.92%, 5-year -2.33%, 10-year -0.65%.

ALMIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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