AALIX Mutual Fund

NAV$14.36

Returns Overview

1 Month
-1.56%
3 Months
+8.38%
6 Months
+4.30%
YTD
+4.30%
1 Year
+14.45%
3 Years (annualized)
+11.69%
5 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+3.47%
vs Peers
+0.83%

AALIX Mutual Fund Performance

AALIX performance across multiple time periods: 1-month -1.56%, YTD 4.30%, 1-year 14.45%, 3-year 11.69%, 5-year 6.74%.

AALIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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