ALVDX Mutual Fund

ALVDX Mutual Fund

NAV$12.42
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Returns Overview

1 Month
+6.93%
3 Months
+2.98%
6 Months
+11.56%
YTD
+17.90%
1 Year
+23.84%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVDX 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 Index(^RUI)
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+12.44%
vs Peers
+5.46%

ALVDX Mutual Fund Performance

ALVDX performance across multiple time periods: 1-month 6.93%, YTD 17.90%, 1-year 23.84%, 3-year 19.09%, 5-year 11.38%, 10-year 11.27%.

ALVDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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