ALSMX Mutual Fund

ALSMX Mutual Fund

NAV$18.51
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Returns Overview

1 Month
-5.93%
3 Months
-0.11%
6 Months
+13.71%
YTD
+19.07%
1 Year
+28.08%
3 Years (annualized)
+19.99%
5 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSMX 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 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+19.07%
Peer Avg (YTD)
+8.62%
vs Peers
+10.45%

ALSMX Mutual Fund Performance

ALSMX performance across multiple time periods: 1-month -5.93%, YTD 19.07%, 1-year 28.08%, 3-year 19.99%, 5-year 10.63%.

ALSMX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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