ALSRX Mutual Fund

NAV$21.77

Returns Overview

1 Month
+9.91%
3 Months
+32.05%
6 Months
+18.87%
YTD
+16.81%
1 Year
+30.92%
3 Years (annualized)
+12.55%
5 Years (annualized)
+0.28%
10 Years (annualized)
+14.11%

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

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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 500 Index(SPX)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+18.52%
vs Peers
-1.72%

ALSRX Mutual Fund Performance

ALSRX performance across multiple time periods: 1-month 9.91%, YTD 16.81%, 1-year 30.92%, 3-year 12.55%, 5-year 0.28%, 10-year 14.11%.

ALSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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