ALZFX Mutual Fund

ALZFX Mutual Fund

NAV$126.03
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Returns Overview

1 Month
+3.24%
3 Months
-2.50%
6 Months
+19.85%
YTD
+13.31%
1 Year
+25.76%
3 Years (annualized)
+38.08%
5 Years (annualized)
+17.83%
10 Years (annualized)
+21.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALZFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+8.51%
vs Peers
+4.81%

ALZFX Mutual Fund Performance

ALZFX performance across multiple time periods: 1-month 3.24%, YTD 13.31%, 1-year 25.76%, 3-year 38.08%, 5-year 17.83%, 10-year 21.94%.

ALZFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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