ALNVX Mutual Fund

NAV$9.22

Returns Overview

1 Month
+0.94%
3 Months
+2.44%
6 Months
+2.80%
YTD
+2.80%
1 Year
+7.20%
3 Years (annualized)
+4.05%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALNVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+1.79%
vs Peers
+1.01%

ALNVX Mutual Fund Performance

ALNVX performance across multiple time periods: 1-month 0.94%, YTD 2.80%, 1-year 7.20%, 3-year 4.05%, 5-year 1.04%, 10-year 1.85%.

ALNVX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

ALNVX performance comparison shows side-by-side returns with another fund. ALNVX alternatives are available in the Mutual Fund Screener.