ALABX Mutual Fund

ALABX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
-0.81%
3 Months
+0.22%
6 Months
+2.88%
YTD
+7.86%
1 Year
+10.50%
3 Years (annualized)
+16.44%
5 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALABX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+5.92%
vs Peers
+1.94%

ALABX Mutual Fund Performance

ALABX performance across multiple time periods: 1-month -0.81%, YTD 7.86%, 1-year 10.50%, 3-year 16.44%, 5-year 7.05%.

ALABX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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