ALNCX Mutual Fund

ALNCX Mutual Fund

NAV$9.12
See how much of ALNCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.19%
3 Months
-1.06%
6 Months
-1.91%
YTD
+0.08%
1 Year
+3.90%
3 Years (annualized)
+2.87%
5 Years (annualized)
-0.27%
10 Years (annualized)
+0.88%

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
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
Bloomberg Municipal Bond Unhedged(^BMunicipalBU)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.15%
vs Peers
-0.07%

ALNCX Mutual Fund Performance

ALNCX performance across multiple time periods: 1-month -0.19%, YTD 0.08%, 1-year 3.90%, 3-year 2.87%, 5-year -0.27%, 10-year 0.88%.

ALNCX returns trail the peer average of 0.15% 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.