ALOIX Mutual Fund

ALOIX Mutual Fund

NAV$47.23
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Returns Overview

1 Month
+1.79%
3 Months
+1.23%
6 Months
+7.07%
YTD
+14.53%
1 Year
+33.85%
3 Years (annualized)
+17.91%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOIX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+8.67%
vs Peers
+5.86%

ALOIX Mutual Fund Performance

ALOIX performance across multiple time periods: 1-month 1.79%, YTD 14.53%, 1-year 33.85%, 3-year 17.91%, 5-year 6.45%, 10-year 8.33%.

ALOIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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