ALVIX Mutual Fund

ALVIX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-4.66%
3 Months
+1.70%
6 Months
+9.00%
YTD
+10.10%
1 Year
+14.29%
3 Years (annualized)
+15.90%
5 Years (annualized)
+10.56%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVIX 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
PROUpgrade to run
🏦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)
+10.10%
Peer Avg (YTD)
+10.00%
vs Peers
+0.10%

ALVIX Mutual Fund Performance

ALVIX performance across multiple time periods: 1-month -4.66%, YTD 10.10%, 1-year 14.29%, 3-year 15.90%, 5-year 10.56%, 10-year 10.46%.

ALVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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