ALTVX Mutual Fund

ALTVX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
-4.09%
3 Months
-5.75%
6 Months
-3.46%
YTD
-3.37%
1 Year
-1.84%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.73%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTVX 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
Bloomberg Municipal Bond Unhedged(^BMunicipalBU)
This Mutual Fund (YTD)
-3.37%
Peer Avg (YTD)
-3.84%
vs Peers
+0.47%

ALTVX Mutual Fund Performance

ALTVX performance across multiple time periods: 1-month -4.09%, YTD -3.37%, 1-year -1.84%, 3-year 3.90%, 5-year 0.73%, 10-year 1.90%.

ALTVX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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