ALTFX Mutual Fund

NAV$139.68

Returns Overview

1 Month
+0.34%
3 Months
+13.69%
6 Months
+4.63%
YTD
+4.15%
1 Year
+16.74%
3 Years (annualized)
+10.95%
5 Years (annualized)
+6.18%
10 Years (annualized)
+13.66%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+8.97%
vs Peers
-4.82%

ALTFX Mutual Fund Performance

ALTFX performance across multiple time periods: 1-month 0.34%, YTD 4.15%, 1-year 16.74%, 3-year 10.95%, 5-year 6.18%, 10-year 13.66%.

ALTFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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