NALFX Mutual Fund

NALFX Mutual Fund

NAV$80.67
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Returns Overview

1 Month
-1.75%
3 Months
-6.44%
6 Months
-0.96%
YTD
+11.27%
1 Year
+17.77%
3 Years (annualized)
+11.25%
5 Years (annualized)
+0.86%
10 Years (annualized)
+9.33%

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)
+11.27%
Peer Avg (YTD)
+5.42%
vs Peers
+5.85%

NALFX Mutual Fund Performance

NALFX performance across multiple time periods: 1-month -1.75%, YTD 11.27%, 1-year 17.77%, 3-year 11.25%, 5-year 0.86%, 10-year 9.33%.

NALFX returns outperform the peer average of 5.42% 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.