ALNVX Mutual Fund

ALNVX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-3.75%
3 Months
-5.44%
6 Months
-3.14%
YTD
-2.80%
1 Year
-1.40%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALNVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.80%
Peer Avg (YTD)
-3.84%
vs Peers
+1.04%

ALNVX Mutual Fund Performance

ALNVX performance across multiple time periods: 1-month -3.75%, YTD -2.80%, 1-year -1.40%, 3-year 3.81%, 5-year 0.61%, 10-year 1.69%.

ALNVX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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