ALMCX Mutual Fund

NAV$7.48

Returns Overview

1 Month
-6.73%
3 Months
+3.60%
6 Months
-4.71%
YTD
+0.54%
1 Year
+20.71%
3 Years (annualized)
+9.24%
5 Years (annualized)
+2.07%
10 Years (annualized)
+16.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMCX 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)
+0.54%
Peer Avg (YTD)
+18.52%
vs Peers
-17.99%

ALMCX Mutual Fund Performance

ALMCX performance across multiple time periods: 1-month -6.73%, YTD 0.54%, 1-year 20.71%, 3-year 9.24%, 5-year 2.07%, 10-year 16.14%.

ALMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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