ALNVX Mutual Fund

ALNVX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+2.62%
3 Months
-1.48%
6 Months
-1.64%
YTD
-0.25%
1 Year
+0.00%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.69%

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
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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 index(BBGMBI)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
-0.87%
vs Peers
+0.62%

ALNVX Mutual Fund Performance

ALNVX performance across multiple time periods: 1-month 2.62%, YTD -0.25%, 1-year 0.00%, 3-year 4.89%, 5-year 0.49%, 10-year 1.69%.

ALNVX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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