ALMRX Mutual Fund

ALMRX Mutual Fund

NAV$29.10
See how much of ALMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.73%
3 Months
+4.63%
6 Months
+5.34%
YTD
+4.22%
1 Year
+7.79%
3 Years (annualized)
+14.07%
5 Years (annualized)
+2.27%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+9.54%
vs Peers
-5.32%

ALMRX Mutual Fund Performance

ALMRX performance across multiple time periods: 1-month -5.73%, YTD 4.22%, 1-year 7.79%, 3-year 14.07%, 5-year 2.27%, 10-year 12.05%.

ALMRX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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