ALGRX Mutual Fund

ALGRX Mutual Fund

NAV$105.87
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Returns Overview

1 Month
-9.60%
3 Months
-3.52%
6 Months
+0.62%
YTD
+5.71%
1 Year
+2.84%
3 Years (annualized)
+38.08%
5 Years (annualized)
+15.59%
10 Years (annualized)
+20.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGRX 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)
+5.71%
Peer Avg (YTD)
+4.64%
vs Peers
+1.07%

ALGRX Mutual Fund Performance

ALGRX performance across multiple time periods: 1-month -9.60%, YTD 5.71%, 1-year 2.84%, 3-year 38.08%, 5-year 15.59%, 10-year 20.91%.

ALGRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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