AALTX Mutual Fund

NAV$25.91

Returns Overview

1 Month
+0.54%
3 Months
+14.29%
6 Months
+10.70%
YTD
+9.91%
1 Year
+20.36%
3 Years (annualized)
+18.07%
5 Years (annualized)
+9.47%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AALTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+7.64%
vs Peers
+2.27%

AALTX Mutual Fund Performance

AALTX performance across multiple time periods: 1-month 0.54%, YTD 9.91%, 1-year 20.36%, 3-year 18.07%, 5-year 9.47%, 10-year 12.06%.

AALTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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