ALARX Mutual Fund

ALARX Mutual Fund

NAV$63.32
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Returns Overview

1 Month
+3.39%
3 Months
+1.49%
6 Months
+30.50%
YTD
+16.98%
1 Year
+16.57%
3 Years (annualized)
+34.35%
5 Years (annualized)
+14.99%
10 Years (annualized)
+19.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALARX 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
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📉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)
+16.98%
Peer Avg (YTD)
+8.68%
vs Peers
+8.30%

ALARX Mutual Fund Performance

ALARX performance across multiple time periods: 1-month 3.39%, YTD 16.98%, 1-year 16.57%, 3-year 34.35%, 5-year 14.99%, 10-year 19.19%.

ALARX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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