ALCEX Mutual Fund

ALCEX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
+4.24%
3 Months
+2.07%
6 Months
+11.06%
YTD
+27.56%
1 Year
+34.07%
3 Years (annualized)
+25.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALCEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+27.56%
Peer Avg (YTD)
+14.61%
vs Peers
+12.95%

ALCEX Mutual Fund Performance

ALCEX performance across multiple time periods: 1-month 4.24%, YTD 27.56%, 1-year 34.07%, 3-year 25.63%.

ALCEX returns outperform the peer average of 14.61% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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