ALVRX Mutual Fund

ALVRX Mutual Fund

NAV$11.68
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Returns Overview

1 Month
-4.77%
3 Months
+1.57%
6 Months
+8.72%
YTD
+9.61%
1 Year
+13.72%
3 Years (annualized)
+15.34%
5 Years (annualized)
+10.01%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVRX 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)
+9.61%
Peer Avg (YTD)
+10.00%
vs Peers
-0.39%

ALVRX Mutual Fund Performance

ALVRX performance across multiple time periods: 1-month -4.77%, YTD 9.61%, 1-year 13.72%, 3-year 15.34%, 5-year 10.01%, 10-year 9.91%.

ALVRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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