ALVAX Mutual Fund

ALVAX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
+0.77%
3 Months
+7.61%
6 Months
+7.47%
YTD
+6.44%
1 Year
+16.48%
3 Years (annualized)
+15.09%
5 Years (annualized)
+9.80%
10 Years (annualized)
+11.59%

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)
+6.44%
Peer Avg (YTD)
+9.49%
vs Peers
-3.05%

ALVAX Mutual Fund Performance

ALVAX performance across multiple time periods: 1-month 0.77%, YTD 6.44%, 1-year 16.48%, 3-year 15.09%, 5-year 9.80%, 10-year 11.59%.

ALVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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