ALPBX Mutual Fund

ALPBX Mutual Fund

NAV$13.70
See how much of ALPBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.68%
3 Months
+1.88%
6 Months
+5.54%
YTD
+9.52%
1 Year
+17.16%
3 Years (annualized)
+14.79%
5 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALPBX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+6.28%
vs Peers
+3.23%

ALPBX Mutual Fund Performance

ALPBX performance across multiple time periods: 1-month 1.68%, YTD 9.52%, 1-year 17.16%, 3-year 14.79%, 5-year 7.55%.

ALPBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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