ALFFX Mutual Fund

ALFFX Mutual Fund

NAV$29.97
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Returns Overview

1 Month
-3.54%
3 Months
-9.19%
6 Months
+10.93%
YTD
+10.77%
1 Year
+12.99%
3 Years (annualized)
+14.33%
5 Years (annualized)
+4.64%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+10.34%
vs Peers
+0.43%

ALFFX Mutual Fund Performance

ALFFX performance across multiple time periods: 1-month -3.54%, YTD 10.77%, 1-year 12.99%, 3-year 14.33%, 5-year 4.64%, 10-year 9.93%.

ALFFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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