ALSRX Mutual Fund

ALSRX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
-0.65%
3 Months
+2.45%
6 Months
+35.28%
YTD
+21.78%
1 Year
+26.70%
3 Years (annualized)
+15.56%
5 Years (annualized)
-2.08%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSRX 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)
+21.78%
Peer Avg (YTD)
+10.34%
vs Peers
+11.44%

ALSRX Mutual Fund Performance

ALSRX performance across multiple time periods: 1-month -0.65%, YTD 21.78%, 1-year 26.70%, 3-year 15.56%, 5-year -2.08%, 10-year 9.34%.

ALSRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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