ALSAX Mutual Fund

ALSAX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-1.57%
3 Months
+1.32%
6 Months
+18.24%
YTD
+20.72%
1 Year
+20.82%
3 Years (annualized)
+20.48%
5 Years (annualized)
-1.21%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.72%
Peer Avg (YTD)
+12.21%
vs Peers
+8.51%

ALSAX Mutual Fund Performance

ALSAX performance across multiple time periods: 1-month -1.57%, YTD 20.72%, 1-year 20.82%, 3-year 20.48%, 5-year -1.21%, 10-year 11.47%.

ALSAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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