ALMRX Mutual Fund

ALMRX Mutual Fund

NAV$28.18
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Returns Overview

1 Month
-4.52%
3 Months
-3.78%
6 Months
+0.67%
YTD
-0.70%
1 Year
-2.03%
3 Years (annualized)
+18.53%
5 Years (annualized)
+0.11%
10 Years (annualized)
+12.03%

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)
-0.70%
Peer Avg (YTD)
+8.01%
vs Peers
-8.70%

ALMRX Mutual Fund Performance

ALMRX performance across multiple time periods: 1-month -4.52%, YTD -0.70%, 1-year -2.03%, 3-year 18.53%, 5-year 0.11%, 10-year 12.03%.

ALMRX returns trail the peer average of 8.01% 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.