ALMRX Mutual Fund

ALMRX Mutual Fund

NAV$30.46
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Returns Overview

1 Month
+2.06%
3 Months
+1.17%
6 Months
+6.22%
YTD
+6.37%
1 Year
+7.77%
3 Years (annualized)
+16.04%
5 Years (annualized)
+1.71%
10 Years (annualized)
+12.30%

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
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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)
+6.37%
Peer Avg (YTD)
+9.89%
vs Peers
-3.52%

ALMRX Mutual Fund Performance

ALMRX performance across multiple time periods: 1-month 2.06%, YTD 6.37%, 1-year 7.77%, 3-year 16.04%, 5-year 1.71%, 10-year 12.30%.

ALMRX returns trail the peer average of 9.89% 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.