ALVSX Mutual Fund

ALVSX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+5.69%
3 Months
+8.28%
6 Months
+10.18%
YTD
+14.39%
1 Year
+23.70%
3 Years (annualized)
+14.89%
5 Years (annualized)
+10.90%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVSX 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)
+14.39%
Peer Avg (YTD)
+11.41%
vs Peers
+2.98%

ALVSX Mutual Fund Performance

ALVSX performance across multiple time periods: 1-month 5.69%, YTD 14.39%, 1-year 23.70%, 3-year 14.89%, 5-year 10.90%, 10-year 10.71%.

ALVSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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