ALVAX Mutual Fund

ALVAX Mutual Fund

NAV$23.96
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Returns Overview

1 Month
+1.94%
3 Months
+6.10%
6 Months
+8.05%
YTD
+13.15%
1 Year
+17.57%
3 Years (annualized)
+16.36%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+12.44%
vs Peers
+0.71%

ALVAX Mutual Fund Performance

ALVAX performance across multiple time periods: 1-month 1.94%, YTD 13.15%, 1-year 17.57%, 3-year 16.36%, 5-year 10.52%, 10-year 11.52%.

ALVAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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