ALTBX Mutual Fund

ALTBX Mutual Fund

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Returns Overview

1 Month
-0.05%
3 Months
+0.73%
6 Months
+3.00%
YTD
+5.99%
1 Year
+7.56%
3 Years (annualized)
+2.05%
5 Years (annualized)
+2.32%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTBX 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
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📉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
Bloomberg Municipal Bond Unhedged(^BMunicipalBU)

ALTBX Mutual Fund Performance

ALTBX performance across multiple time periods: 1-month -0.05%, YTD 5.99%, 1-year 7.56%, 3-year 2.05%, 5-year 2.32%, 10-year 3.01%.

ALTBX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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