ALVRX Mutual Fund

ALVRX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+5.60%
3 Months
+8.10%
6 Months
+9.85%
YTD
+13.95%
1 Year
+22.76%
3 Years (annualized)
+14.06%
5 Years (annualized)
+10.13%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVRX 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)
+13.95%
Peer Avg (YTD)
+11.41%
vs Peers
+2.53%

ALVRX Mutual Fund Performance

ALVRX performance across multiple time periods: 1-month 5.60%, YTD 13.95%, 1-year 22.76%, 3-year 14.06%, 5-year 10.13%, 10-year 9.93%.

ALVRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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