ALMZX Mutual Fund

ALMZX Mutual Fund

NAV$31.25
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Returns Overview

1 Month
-1.20%
3 Months
-4.89%
6 Months
+14.40%
YTD
+4.26%
1 Year
+2.89%
3 Years (annualized)
+16.37%
5 Years (annualized)
+2.05%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMZX 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)
+4.26%
Peer Avg (YTD)
+6.72%
vs Peers
-2.46%

ALMZX Mutual Fund Performance

ALMZX performance across multiple time periods: 1-month -1.20%, YTD 4.26%, 1-year 2.89%, 3-year 16.37%, 5-year 2.05%, 10-year 12.39%.

ALMZX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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