ALGCX Mutual Fund

NAV$16.39

Returns Overview

1 Month
-3.64%
3 Months
+2.95%
6 Months
+1.86%
YTD
+6.57%
1 Year
+12.58%
3 Years (annualized)
+14.56%
5 Years (annualized)
+3.32%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGCX 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)
+6.57%
Peer Avg (YTD)
+8.97%
vs Peers
-2.40%

ALGCX Mutual Fund Performance

ALGCX performance across multiple time periods: 1-month -3.64%, YTD 6.57%, 1-year 12.58%, 3-year 14.56%, 5-year 3.32%, 10-year 8.04%.

ALGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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