ALOYX Mutual Fund

ALOYX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
-8.11%
3 Months
+6.59%
6 Months
+6.54%
YTD
+6.74%
1 Year
+13.59%
3 Years (annualized)
+20.09%
5 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOYX 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)
+6.74%
Peer Avg (YTD)
+9.54%
vs Peers
-2.80%

ALOYX Mutual Fund Performance

ALOYX performance across multiple time periods: 1-month -8.11%, YTD 6.74%, 1-year 13.59%, 3-year 20.09%, 5-year 3.85%.

ALOYX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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