ALTEX Mutual Fund

ALTEX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+3.88%
3 Months
-19.66%
6 Months
+11.85%
YTD
+23.54%
1 Year
+22.53%
3 Years (annualized)
+11.02%
5 Years (annualized)
+1.56%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTEX 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
WilderHill Clean Energy Index(^ECO)
This Mutual Fund (YTD)
+23.54%
Peer Avg (YTD)
+16.41%
vs Peers
+7.13%

ALTEX Mutual Fund Performance

ALTEX performance across multiple time periods: 1-month 3.88%, YTD 23.54%, 1-year 22.53%, 3-year 11.02%, 5-year 1.56%, 10-year 12.27%.

ALTEX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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