ALSMX Mutual Fund

ALSMX Mutual Fund

NAV$18.62
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Returns Overview

1 Month
+0.38%
3 Months
-3.94%
6 Months
+15.09%
YTD
+20.24%
1 Year
+22.61%
3 Years (annualized)
+21.08%
5 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSMX 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 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+8.67%
vs Peers
+11.56%

ALSMX Mutual Fund Performance

ALSMX performance across multiple time periods: 1-month 0.38%, YTD 20.24%, 1-year 22.61%, 3-year 21.08%, 5-year 10.37%.

ALSMX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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