ALPAX Mutual Fund

ALPAX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+2.06%
3 Months
+7.11%
6 Months
+8.56%
YTD
+8.04%
1 Year
+19.66%
3 Years (annualized)
+12.76%
5 Years (annualized)
+9.58%
10 Years (annualized)
+9.98%

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)
+8.04%
Peer Avg (YTD)
+9.49%
vs Peers
-1.45%

ALPAX Mutual Fund Performance

ALPAX performance across multiple time periods: 1-month 2.06%, YTD 8.04%, 1-year 19.66%, 3-year 12.76%, 5-year 9.58%, 10-year 9.98%.

ALPAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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