ALCCX Mutual Fund

ALCCX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-8.37%
3 Months
-2.05%
6 Months
+2.20%
YTD
+5.50%
1 Year
+1.46%
3 Years (annualized)
+33.49%
5 Years (annualized)
+12.26%
10 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCCX 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)
+5.50%
Peer Avg (YTD)
+4.64%
vs Peers
+0.86%

ALCCX Mutual Fund Performance

ALCCX performance across multiple time periods: 1-month -8.37%, YTD 5.50%, 1-year 1.46%, 3-year 33.49%, 5-year 12.26%, 10-year 17.53%.

ALCCX returns outperform the peer average of 4.64% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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