ALOIX Mutual Fund

ALOIX Mutual Fund

NAV$46.30
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Returns Overview

1 Month
-1.48%
3 Months
+6.91%
6 Months
+13.60%
YTD
+20.29%
1 Year
+27.23%
3 Years (annualized)
+21.82%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOIX 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
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📉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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+20.29%
Peer Avg (YTD)
+7.86%
vs Peers
+12.43%

ALOIX Mutual Fund Performance

ALOIX performance across multiple time periods: 1-month -1.48%, YTD 20.29%, 1-year 27.23%, 3-year 21.82%, 5-year 7.40%, 10-year 9.03%.

ALOIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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