ALPCX Mutual Fund

NAV$12.03

Returns Overview

1 Month
+1.96%
3 Months
+6.91%
6 Months
+8.15%
YTD
+7.63%
1 Year
+18.73%
3 Years (annualized)
+11.93%
5 Years (annualized)
+8.75%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALPCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+9.49%
vs Peers
-1.86%

ALPCX Mutual Fund Performance

ALPCX performance across multiple time periods: 1-month 1.96%, YTD 7.63%, 1-year 18.73%, 3-year 11.93%, 5-year 8.75%, 10-year 9.16%.

ALPCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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