ALOCX Mutual Fund

ALOCX Mutual Fund

NAV$22.19
See how much of ALOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.17%
3 Months
+6.30%
6 Months
+5.98%
YTD
+6.09%
1 Year
+12.30%
3 Years (annualized)
+18.66%
5 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+9.54%
vs Peers
-3.45%

ALOCX Mutual Fund Performance

ALOCX performance across multiple time periods: 1-month -8.17%, YTD 6.09%, 1-year 12.30%, 3-year 18.66%, 5-year 2.64%.

ALOCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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