ALBAX Mutual Fund

ALBAX Mutual Fund

NAV$106.15
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Returns Overview

1 Month
-0.61%
3 Months
-0.21%
6 Months
+15.49%
YTD
+13.05%
1 Year
+17.66%
3 Years (annualized)
+21.24%
5 Years (annualized)
+13.42%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALBAX 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)
+13.05%
Peer Avg (YTD)
+9.98%
vs Peers
+3.07%

ALBAX Mutual Fund Performance

ALBAX performance across multiple time periods: 1-month -0.61%, YTD 13.05%, 1-year 17.66%, 3-year 21.24%, 5-year 13.42%, 10-year 14.82%.

ALBAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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