ALGZX Mutual Fund

ALGZX Mutual Fund

NAV$21.83
See how much of ALGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.39%
3 Months
-2.55%
6 Months
+0.18%
YTD
+4.33%
1 Year
+2.01%
3 Years (annualized)
+22.61%
5 Years (annualized)
+9.11%
10 Years (annualized)
+14.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALGZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+4.64%
vs Peers
-0.32%

ALGZX Mutual Fund Performance

ALGZX performance across multiple time periods: 1-month -4.39%, YTD 4.33%, 1-year 2.01%, 3-year 22.61%, 5-year 9.11%, 10-year 14.24%.

ALGZX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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