ALVOX Mutual Fund

ALVOX Mutual Fund

NAV$144.04
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Returns Overview

1 Month
-4.22%
3 Months
+4.45%
6 Months
+10.40%
YTD
+8.34%
1 Year
+20.41%
3 Years (annualized)
+31.83%
5 Years (annualized)
+14.84%
10 Years (annualized)
+18.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVOX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+6.23%
vs Peers
+2.11%

ALVOX Mutual Fund Performance

ALVOX performance across multiple time periods: 1-month -4.22%, YTD 8.34%, 1-year 20.41%, 3-year 31.83%, 5-year 14.84%, 10-year 18.89%.

ALVOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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