AALGX Mutual Fund

NAV$32.15

Returns Overview

1 Month
+0.03%
3 Months
+12.85%
6 Months
+10.93%
YTD
+10.20%
1 Year
+21.84%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.04%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+9.13%
vs Peers
+1.07%

AALGX Mutual Fund Performance

AALGX performance across multiple time periods: 1-month 0.03%, YTD 10.20%, 1-year 21.84%, 3-year 16.66%, 5-year 9.04%, 10-year 11.31%.

AALGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

AALGX performance comparison shows side-by-side returns with another fund. AALGX alternatives are available in the Mutual Fund Screener.