ALGZX Mutual Fund

ALGZX Mutual Fund

NAV$23.53
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Returns Overview

1 Month
-0.47%
3 Months
-0.90%
6 Months
+18.72%
YTD
+9.12%
1 Year
+11.32%
3 Years (annualized)
+24.40%
5 Years (annualized)
+13.96%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGZX 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)
+9.12%
Peer Avg (YTD)
+8.68%
vs Peers
+0.44%

ALGZX Mutual Fund Performance

ALGZX performance across multiple time periods: 1-month -0.47%, YTD 9.12%, 1-year 11.32%, 3-year 24.40%, 5-year 13.96%, 10-year 16.39%.

ALGZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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