ALVGX Mutual Fund

ALVGX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+1.01%
3 Months
+8.97%
6 Months
+7.04%
YTD
+15.53%
1 Year
+19.40%
3 Years (annualized)
+16.16%
5 Years (annualized)
+10.78%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVGX 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)
+15.53%
Peer Avg (YTD)
+12.44%
vs Peers
+3.10%

ALVGX Mutual Fund Performance

ALVGX performance across multiple time periods: 1-month 1.01%, YTD 15.53%, 1-year 19.40%, 3-year 16.16%, 5-year 10.78%, 10-year 10.70%.

ALVGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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