ALZFX Mutual Fund

ALZFX Mutual Fund

NAV$122.52
See how much of ALZFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.31%
3 Months
+4.37%
6 Months
+11.88%
YTD
+9.75%
1 Year
+24.60%
3 Years (annualized)
+35.90%
5 Years (annualized)
+17.80%
10 Years (annualized)
+21.52%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+6.23%
vs Peers
+3.52%

ALZFX Mutual Fund Performance

ALZFX performance across multiple time periods: 1-month -5.31%, YTD 9.75%, 1-year 24.60%, 3-year 35.90%, 5-year 17.80%, 10-year 21.52%.

ALZFX returns outperform the peer average of 6.23% 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.