ALVSX Mutual Fund

NAV$12.11

Returns Overview

1 Month
+1.99%
3 Months
+7.22%
6 Months
+8.76%
YTD
+8.24%
1 Year
+20.15%
3 Years (annualized)
+13.28%
5 Years (annualized)
+10.06%
10 Years (annualized)
+10.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+9.49%
vs Peers
-1.25%

ALVSX Mutual Fund Performance

ALVSX performance across multiple time periods: 1-month 1.99%, YTD 8.24%, 1-year 20.15%, 3-year 13.28%, 5-year 10.06%, 10-year 10.47%.

ALVSX 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.

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