ALCAX Mutual Fund

ALCAX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-3.97%
3 Months
-5.61%
6 Months
-3.53%
YTD
-3.56%
1 Year
-2.19%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.62%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.56%
Peer Avg (YTD)
-3.88%
vs Peers
+0.31%

ALCAX Mutual Fund Performance

ALCAX performance across multiple time periods: 1-month -3.97%, YTD -3.56%, 1-year -2.19%, 3-year 3.62%, 5-year 0.62%, 10-year 1.69%.

ALCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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