ALVCX Mutual Fund

NAV$24.79

Returns Overview

1 Month
+0.69%
3 Months
+7.43%
6 Months
+7.09%
YTD
+6.07%
1 Year
+15.65%
3 Years (annualized)
+14.24%
5 Years (annualized)
+8.99%
10 Years (annualized)
+10.78%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+9.49%
vs Peers
-3.42%

ALVCX Mutual Fund Performance

ALVCX performance across multiple time periods: 1-month 0.69%, YTD 6.07%, 1-year 15.65%, 3-year 14.24%, 5-year 8.99%, 10-year 10.78%.

ALVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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