ALBAX Mutual Fund

ALBAX Mutual Fund

NAV$104.43
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Returns Overview

1 Month
-0.60%
3 Months
-0.09%
6 Months
+3.63%
YTD
+12.38%
1 Year
+13.81%
3 Years (annualized)
+22.88%
5 Years (annualized)
+12.81%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+17.72%
vs Peers
-5.33%

ALBAX Mutual Fund Performance

ALBAX performance across multiple time periods: 1-month -0.60%, YTD 12.38%, 1-year 13.81%, 3-year 22.88%, 5-year 12.81%, 10-year 15.28%.

ALBAX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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