ALBCX Mutual Fund

ALBCX Mutual Fund

NAV$104.15
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Returns Overview

1 Month
-0.67%
3 Months
-0.40%
6 Months
+15.04%
YTD
+12.42%
1 Year
+16.77%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.57%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALBCX 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)
+12.42%
Peer Avg (YTD)
+9.98%
vs Peers
+2.43%

ALBCX Mutual Fund Performance

ALBCX performance across multiple time periods: 1-month -0.67%, YTD 12.42%, 1-year 16.77%, 3-year 20.32%, 5-year 12.57%, 10-year 13.99%.

ALBCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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