ALVCX Mutual Fund

ALVCX Mutual Fund

NAV$24.62
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Returns Overview

1 Month
+3.20%
3 Months
+4.54%
6 Months
+8.20%
YTD
+10.52%
1 Year
+19.51%
3 Years (annualized)
+13.79%
5 Years (annualized)
+9.69%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVCX 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)
+10.52%
Peer Avg (YTD)
+11.41%
vs Peers
-0.89%

ALVCX Mutual Fund Performance

ALVCX performance across multiple time periods: 1-month 3.20%, YTD 10.52%, 1-year 19.51%, 3-year 13.79%, 5-year 9.69%, 10-year 10.72%.

ALVCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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