ALPAX Mutual Fund

ALPAX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-4.72%
3 Months
+1.64%
6 Months
+8.87%
YTD
+9.81%
1 Year
+14.02%
3 Years (annualized)
+15.62%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALPAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+10.00%
vs Peers
-0.18%

ALPAX Mutual Fund Performance

ALPAX performance across multiple time periods: 1-month -4.72%, YTD 9.81%, 1-year 14.02%, 3-year 15.62%, 5-year 10.28%, 10-year 10.19%.

ALPAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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