NALFX Mutual Fund

NALFX Mutual Fund

NAV$81.31
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Returns Overview

1 Month
-2.07%
3 Months
-8.82%
6 Months
-11.17%
YTD
+1.35%
1 Year
+3.35%
3 Years (annualized)
+14.66%
5 Years (annualized)
-0.57%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NALFX 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)
+1.35%
Peer Avg (YTD)
+6.38%
vs Peers
-5.02%

NALFX Mutual Fund Performance

NALFX performance across multiple time periods: 1-month -2.07%, YTD 1.35%, 1-year 3.35%, 3-year 14.66%, 5-year -0.57%, 10-year 8.70%.

NALFX returns trail the peer average of 6.38% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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