ALGCX Mutual Fund

ALGCX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
-1.92%
3 Months
-4.49%
6 Months
+11.27%
YTD
+6.57%
1 Year
+6.20%
3 Years (annualized)
+13.18%
5 Years (annualized)
+1.46%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGCX 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
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+8.68%
vs Peers
-2.11%

ALGCX Mutual Fund Performance

ALGCX performance across multiple time periods: 1-month -1.92%, YTD 6.57%, 1-year 6.20%, 3-year 13.18%, 5-year 1.46%, 10-year 7.37%.

ALGCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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