ALPCX Mutual Fund

ALPCX Mutual Fund

NAV$12.09
See how much of ALPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.61%
3 Months
+7.98%
6 Months
+9.57%
YTD
+13.67%
1 Year
+22.25%
3 Years (annualized)
+13.53%
5 Years (annualized)
+9.58%
10 Years (annualized)
+9.39%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.67%
Peer Avg (YTD)
+11.41%
vs Peers
+2.25%

ALPCX Mutual Fund Performance

ALPCX performance across multiple time periods: 1-month 5.61%, YTD 13.67%, 1-year 22.25%, 3-year 13.53%, 5-year 9.58%, 10-year 9.39%.

ALPCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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