ALCZX Mutual Fund

ALCZX Mutual Fund

NAV$22.42
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Returns Overview

1 Month
-1.79%
3 Months
-4.18%
6 Months
+12.00%
YTD
+7.50%
1 Year
+7.42%
3 Years (annualized)
+14.49%
5 Years (annualized)
+2.80%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCZX 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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+8.68%
vs Peers
-1.18%

ALCZX Mutual Fund Performance

ALCZX performance across multiple time periods: 1-month -1.79%, YTD 7.50%, 1-year 7.42%, 3-year 14.49%, 5-year 2.80%, 10-year 8.74%.

ALCZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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