ALARX Mutual Fund

NAV$60.92

Returns Overview

1 Month
-0.18%
3 Months
+28.59%
6 Months
+15.54%
YTD
+15.27%
1 Year
+34.54%
3 Years (annualized)
+32.52%
5 Years (annualized)
+14.85%
10 Years (annualized)
+18.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALARX 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)
+15.27%
Peer Avg (YTD)
+8.97%
vs Peers
+6.29%

ALARX Mutual Fund Performance

ALARX performance across multiple time periods: 1-month -0.18%, YTD 15.27%, 1-year 34.54%, 3-year 32.52%, 5-year 14.85%, 10-year 18.99%.

ALARX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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