ALSAX Mutual Fund

ALSAX Mutual Fund

NAV$13.36
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Returns Overview

1 Month
+0.14%
3 Months
+1.30%
6 Months
+34.52%
YTD
+22.64%
1 Year
+27.89%
3 Years (annualized)
+15.35%
5 Years (annualized)
-2.92%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSAX 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)
+22.64%
Peer Avg (YTD)
+10.34%
vs Peers
+12.30%

ALSAX Mutual Fund Performance

ALSAX performance across multiple time periods: 1-month 0.14%, YTD 22.64%, 1-year 27.89%, 3-year 15.35%, 5-year -2.92%, 10-year 10.12%.

ALSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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