ALVDX Mutual Fund

ALVDX Mutual Fund

NAV$11.68
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Returns Overview

1 Month
-4.65%
3 Months
+1.70%
6 Months
+9.19%
YTD
+10.26%
1 Year
+14.68%
3 Years (annualized)
+16.29%
5 Years (annualized)
+10.94%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVDX 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)
+10.26%
Peer Avg (YTD)
+10.00%
vs Peers
+0.26%

ALVDX Mutual Fund Performance

ALVDX performance across multiple time periods: 1-month -4.65%, YTD 10.26%, 1-year 14.68%, 3-year 16.29%, 5-year 10.94%, 10-year 10.84%.

ALVDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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