ALSRX Mutual Fund

ALSRX Mutual Fund

NAV$22.10
See how much of ALSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.67%
3 Months
+17.01%
6 Months
+16.61%
YTD
+18.07%
1 Year
+28.87%
3 Years (annualized)
+10.87%
5 Years (annualized)
-3.35%
10 Years (annualized)
+10.16%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.07%
Peer Avg (YTD)
+15.31%
vs Peers
+2.76%

ALSRX Mutual Fund Performance

ALSRX performance across multiple time periods: 1-month -0.67%, YTD 18.07%, 1-year 28.87%, 3-year 10.87%, 5-year -3.35%, 10-year 10.16%.

ALSRX returns outperform the peer average of 15.31% 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.