ALMAX Mutual Fund

NAV$14.25

Returns Overview

1 Month
-9.35%
3 Months
+5.17%
6 Months
-2.60%
YTD
+1.57%
1 Year
+21.67%
3 Years (annualized)
+10.12%
5 Years (annualized)
+1.02%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+18.52%
vs Peers
-16.96%

ALMAX Mutual Fund Performance

ALMAX performance across multiple time periods: 1-month -9.35%, YTD 1.57%, 1-year 21.67%, 3-year 10.12%, 5-year 1.02%, 10-year 13.74%.

ALMAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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