ALGAX Mutual Fund

NAV$21.62

Returns Overview

1 Month
-3.57%
3 Months
+3.20%
6 Months
+2.27%
YTD
+7.08%
1 Year
+13.44%
3 Years (annualized)
+15.42%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+8.97%
vs Peers
-1.89%

ALGAX Mutual Fund Performance

ALGAX performance across multiple time periods: 1-month -3.57%, YTD 7.08%, 1-year 13.44%, 3-year 15.42%, 5-year 4.13%, 10-year 8.91%.

ALGAX returns trail 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.

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