ALVRX Mutual Fund

ALVRX Mutual Fund

NAV$12.42
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Returns Overview

1 Month
+6.84%
3 Months
+2.76%
6 Months
+11.08%
YTD
+17.10%
1 Year
+22.81%
3 Years (annualized)
+18.08%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.33%

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)
+17.10%
Peer Avg (YTD)
+12.44%
vs Peers
+4.66%

ALVRX Mutual Fund Performance

ALVRX performance across multiple time periods: 1-month 6.84%, YTD 17.10%, 1-year 22.81%, 3-year 18.08%, 5-year 10.46%, 10-year 10.33%.

ALVRX returns outperform the peer average of 12.44% 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.