ALVAX Mutual Fund

ALVAX Mutual Fund

NAV$24.06
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Returns Overview

1 Month
+3.28%
3 Months
+4.76%
6 Months
+8.61%
YTD
+10.99%
1 Year
+20.40%
3 Years (annualized)
+14.65%
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
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📉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)
+10.99%
Peer Avg (YTD)
+11.41%
vs Peers
-0.42%

ALVAX Mutual Fund Performance

ALVAX performance across multiple time periods: 1-month 3.28%, YTD 10.99%, 1-year 20.40%, 3-year 14.65%, 5-year 10.52%, 10-year 11.52%.

ALVAX returns trail the peer average of 11.41% 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.