ALPAX Mutual Fund

ALPAX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
+6.85%
3 Months
+2.83%
6 Months
+11.24%
YTD
+17.33%
1 Year
+23.15%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.73%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALPAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+12.44%
vs Peers
+4.90%

ALPAX Mutual Fund Performance

ALPAX performance across multiple time periods: 1-month 6.85%, YTD 17.33%, 1-year 23.15%, 3-year 18.41%, 5-year 10.73%, 10-year 10.61%.

ALPAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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