ALEFX Mutual Fund

ALEFX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-8.75%
3 Months
-3.03%
6 Months
-2.66%
YTD
+18.27%
1 Year
+17.10%
3 Years (annualized)
+25.74%
5 Years (annualized)
+20.84%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALEFX 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
Alerian Midstream Energy Select Index(^AMEI)
This Mutual Fund (YTD)
+18.27%
Peer Avg (YTD)
+19.29%
vs Peers
-1.02%

ALEFX Mutual Fund Performance

ALEFX performance across multiple time periods: 1-month -8.75%, YTD 18.27%, 1-year 17.10%, 3-year 25.74%, 5-year 20.84%, 10-year 9.97%.

ALEFX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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