ALOCX Mutual Fund

ALOCX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
+4.73%
3 Months
+2.34%
6 Months
+11.73%
YTD
+11.11%
1 Year
+15.51%
3 Years (annualized)
+21.04%
5 Years (annualized)
+2.16%

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)
+11.11%
Peer Avg (YTD)
+9.89%
vs Peers
+1.22%

ALOCX Mutual Fund Performance

ALOCX performance across multiple time periods: 1-month 4.73%, YTD 11.11%, 1-year 15.51%, 3-year 21.04%, 5-year 2.16%.

ALOCX returns outperform the peer average of 9.89% 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.