ALVOX Mutual Fund

ALVOX Mutual Fund

NAV$149.29
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Returns Overview

1 Month
+3.33%
3 Months
+2.33%
6 Months
+29.08%
YTD
+15.75%
1 Year
+15.49%
3 Years (annualized)
+33.74%
5 Years (annualized)
+14.89%
10 Years (annualized)
+19.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVOX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+8.68%
vs Peers
+7.07%

ALVOX Mutual Fund Performance

ALVOX performance across multiple time periods: 1-month 3.33%, YTD 15.75%, 1-year 15.49%, 3-year 33.74%, 5-year 14.89%, 10-year 19.40%.

ALVOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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