ALCBX Mutual Fund

ALCBX Mutual Fund

NAV$13.61
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Returns Overview

1 Month
-0.64%
3 Months
-0.73%
6 Months
+9.90%
YTD
+8.79%
1 Year
+13.33%
3 Years (annualized)
+14.15%
5 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCBX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+4.96%
vs Peers
+3.82%

ALCBX Mutual Fund Performance

ALCBX performance across multiple time periods: 1-month -0.64%, YTD 8.79%, 1-year 13.33%, 3-year 14.15%, 5-year 6.78%.

ALCBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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