ALNCX Mutual Fund

ALNCX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+3.09%
3 Months
-1.13%
6 Months
-1.82%
YTD
-0.86%
1 Year
-1.00%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.34%
10 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALNCX 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
Bloomberg Municipal Bond Unhedged(^BMunicipalBU)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
-0.87%
vs Peers
+0.00%

ALNCX Mutual Fund Performance

ALNCX performance across multiple time periods: 1-month 3.09%, YTD -0.86%, 1-year -1.00%, 3-year 3.92%, 5-year -0.34%, 10-year 0.89%.

ALNCX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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