ALOAX Mutual Fund

ALOAX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
-8.11%
3 Months
+6.51%
6 Months
+6.36%
YTD
+6.51%
1 Year
+13.16%
3 Years (annualized)
+19.56%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOAX 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
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📉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)
+6.51%
Peer Avg (YTD)
+9.54%
vs Peers
-3.03%

ALOAX Mutual Fund Performance

ALOAX performance across multiple time periods: 1-month -8.11%, YTD 6.51%, 1-year 13.16%, 3-year 19.56%, 5-year 3.44%.

ALOAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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