ALGRX Mutual Fund

ALGRX Mutual Fund

NAV$120.62
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Returns Overview

1 Month
+3.38%
3 Months
+1.02%
6 Months
+29.64%
YTD
+16.93%
1 Year
+17.01%
3 Years (annualized)
+37.68%
5 Years (annualized)
+20.25%
10 Years (annualized)
+23.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+8.68%
vs Peers
+8.25%

ALGRX Mutual Fund Performance

ALGRX performance across multiple time periods: 1-month 3.38%, YTD 16.93%, 1-year 17.01%, 3-year 37.68%, 5-year 20.25%, 10-year 23.85%.

ALGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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