ALFYX Mutual Fund

ALFYX Mutual Fund

NAV$31.46
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Returns Overview

1 Month
-3.55%
3 Months
-9.17%
6 Months
+10.96%
YTD
+10.85%
1 Year
+13.09%
3 Years (annualized)
+14.44%
5 Years (annualized)
+4.75%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALFYX 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)
+10.85%
Peer Avg (YTD)
+10.34%
vs Peers
+0.50%

ALFYX Mutual Fund Performance

ALFYX performance across multiple time periods: 1-month -3.55%, YTD 10.85%, 1-year 13.09%, 3-year 14.44%, 5-year 4.75%, 10-year 10.04%.

ALFYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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