ALVGX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+2.08%
3 Months
+7.21%
6 Months
+8.85%
YTD
+8.23%
1 Year
+20.25%
3 Years (annualized)
+13.27%
5 Years (annualized)
+10.07%

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
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📉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

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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 Index(^RUI)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.49%
vs Peers
-1.26%

ALVGX Mutual Fund Performance

ALVGX performance across multiple time periods: 1-month 2.08%, YTD 8.23%, 1-year 20.25%, 3-year 13.27%, 5-year 10.07%.

ALVGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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