ALSMX Mutual Fund

NAV$18.90

Returns Overview

1 Month
+1.38%
3 Months
+19.81%
6 Months
+26.58%
YTD
+25.16%
1 Year
+39.22%
3 Years (annualized)
+24.02%
5 Years (annualized)
+12.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+25.16%
Peer Avg (YTD)
+9.57%
vs Peers
+15.59%

ALSMX Mutual Fund Performance

ALSMX performance across multiple time periods: 1-month 1.38%, YTD 25.16%, 1-year 39.22%, 3-year 24.02%, 5-year 12.62%.

ALSMX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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