ALSCX Mutual Fund

ALSCX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+10.80%
3 Months
+33.90%
6 Months
+24.21%
YTD
+22.12%
1 Year
+39.65%
3 Years (annualized)
+15.67%
5 Years (annualized)
-3.82%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSCX 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)
+22.12%
Peer Avg (YTD)
+18.52%
vs Peers
+3.60%

ALSCX Mutual Fund Performance

ALSCX performance across multiple time periods: 1-month 10.80%, YTD 22.12%, 1-year 39.65%, 3-year 15.67%, 5-year -3.82%, 10-year 10.11%.

ALSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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