ALAFX Mutual Fund

ALAFX Mutual Fund

NAV$119.44
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Returns Overview

1 Month
+3.36%
3 Months
+0.99%
6 Months
+29.60%
YTD
+16.89%
1 Year
+16.94%
3 Years (annualized)
+37.64%
5 Years (annualized)
+17.46%
10 Years (annualized)
+21.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.89%
Peer Avg (YTD)
+8.68%
vs Peers
+8.21%

ALAFX Mutual Fund Performance

ALAFX performance across multiple time periods: 1-month 3.36%, YTD 16.89%, 1-year 16.94%, 3-year 37.64%, 5-year 17.46%, 10-year 21.55%.

ALAFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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