ALOCX Mutual Fund

ALOCX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-7.34%
3 Months
+0.24%
6 Months
+6.56%
YTD
+6.34%
1 Year
+2.14%
3 Years (annualized)
+23.49%
5 Years (annualized)
-0.03%

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
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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)
+6.34%
Peer Avg (YTD)
+10.76%
vs Peers
-4.42%

ALOCX Mutual Fund Performance

ALOCX performance across multiple time periods: 1-month -7.34%, YTD 6.34%, 1-year 2.14%, 3-year 23.49%, 5-year -0.03%.

ALOCX returns trail the peer average of 10.76% 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.