ALMAX Mutual Fund

ALMAX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
-6.28%
3 Months
-16.00%
6 Months
+8.83%
YTD
-4.21%
1 Year
-1.83%
3 Years (annualized)
+6.65%
5 Years (annualized)
-5.65%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMAX 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)
-4.21%
Peer Avg (YTD)
+10.34%
vs Peers
-14.55%

ALMAX Mutual Fund Performance

ALMAX performance across multiple time periods: 1-month -6.28%, YTD -4.21%, 1-year -1.83%, 3-year 6.65%, 5-year -5.65%, 10-year 8.00%.

ALMAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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