ALVDX Mutual Fund

ALVDX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
+5.60%
3 Months
+8.32%
6 Months
+10.26%
YTD
+14.48%
1 Year
+23.90%
3 Years (annualized)
+15.03%
5 Years (annualized)
+11.05%
10 Years (annualized)
+10.87%

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)
+14.48%
Peer Avg (YTD)
+11.41%
vs Peers
+3.07%

ALVDX Mutual Fund Performance

ALVDX performance across multiple time periods: 1-month 5.60%, YTD 14.48%, 1-year 23.90%, 3-year 15.03%, 5-year 11.05%, 10-year 10.87%.

ALVDX returns outperform the peer average of 11.41% 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.