ALPBX Mutual Fund

ALPBX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-1.68%
3 Months
+2.67%
6 Months
+5.04%
YTD
+7.70%
1 Year
+16.05%
3 Years (annualized)
+13.52%
5 Years (annualized)
+7.40%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+5.54%
vs Peers
+2.17%

ALPBX Mutual Fund Performance

ALPBX performance across multiple time periods: 1-month -1.68%, YTD 7.70%, 1-year 16.05%, 3-year 13.52%, 5-year 7.40%.

ALPBX returns outperform the peer average of 5.54% 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.