ALPCX Mutual Fund

ALPCX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
+0.84%
3 Months
+8.59%
6 Months
+6.37%
YTD
+14.62%
1 Year
+17.93%
3 Years (annualized)
+14.74%
5 Years (annualized)
+9.45%
10 Years (annualized)
+9.36%

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
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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)
+14.62%
Peer Avg (YTD)
+12.44%
vs Peers
+2.19%

ALPCX Mutual Fund Performance

ALPCX performance across multiple time periods: 1-month 0.84%, YTD 14.62%, 1-year 17.93%, 3-year 14.74%, 5-year 9.45%, 10-year 9.36%.

ALPCX returns outperform the peer average of 12.44% 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.