ALOIX Mutual Fund

ALOIX Mutual Fund

NAV$45.97
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Returns Overview

1 Month
-2.42%
3 Months
+6.27%
6 Months
+12.66%
YTD
+12.52%
1 Year
+31.94%
3 Years (annualized)
+19.85%
5 Years (annualized)
+6.90%
10 Years (annualized)
+8.57%

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
PROUpgrade to run
🏦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)
+12.52%
Peer Avg (YTD)
+9.16%
vs Peers
+3.36%

ALOIX Mutual Fund Performance

ALOIX performance across multiple time periods: 1-month -2.42%, YTD 12.52%, 1-year 31.94%, 3-year 19.85%, 5-year 6.90%, 10-year 8.57%.

ALOIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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