AALGX Mutual Fund

AALGX Mutual Fund

NAV$32.49
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Returns Overview

1 Month
-1.26%
3 Months
+0.56%
6 Months
+13.49%
YTD
+10.82%
1 Year
+15.00%
3 Years (annualized)
+17.18%
5 Years (annualized)
+8.55%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALGX 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
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🏦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
MSCI All Country World Index
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+9.29%
vs Peers
+1.53%

AALGX Mutual Fund Performance

AALGX performance across multiple time periods: 1-month -1.26%, YTD 10.82%, 1-year 15.00%, 3-year 17.18%, 5-year 8.55%, 10-year 11.04%.

AALGX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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