ALTFX Mutual Fund

ALTFX Mutual Fund

NAV$138.95
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Returns Overview

1 Month
-2.67%
3 Months
+1.07%
6 Months
+1.24%
YTD
+1.37%
1 Year
+2.23%
3 Years (annualized)
+5.28%
5 Years (annualized)
+0.96%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+6.23%
vs Peers
-4.87%

ALTFX Mutual Fund Performance

ALTFX performance across multiple time periods: 1-month -2.67%, YTD 1.37%, 1-year 2.23%, 3-year 5.28%, 5-year 0.96%, 10-year 9.91%.

ALTFX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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