ALTEX Mutual Fund

NAV$13.70

Returns Overview

1 Month
+0.62%
3 Months
+39.22%
6 Months
+60.89%
YTD
+53.77%
1 Year
+95.52%
3 Years (annualized)
+18.18%
5 Years (annualized)
+6.15%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTEX 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
WilderHill Clean Energy Index(^ECO)
This Mutual Fund (YTD)
+53.77%
Peer Avg (YTD)
+16.06%
vs Peers
+37.70%

ALTEX Mutual Fund Performance

ALTEX performance across multiple time periods: 1-month 0.62%, YTD 53.77%, 1-year 95.52%, 3-year 18.18%, 5-year 6.15%, 10-year 14.31%.

ALTEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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