ALMRX Mutual Fund

NAV$30.18

Returns Overview

1 Month
+5.16%
3 Months
+20.16%
6 Months
+10.56%
YTD
+9.48%
1 Year
+18.57%
3 Years (annualized)
+17.05%
5 Years (annualized)
+3.40%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+10.82%
vs Peers
-1.34%

ALMRX Mutual Fund Performance

ALMRX performance across multiple time periods: 1-month 5.16%, YTD 9.48%, 1-year 18.57%, 3-year 17.05%, 5-year 3.40%, 10-year 13.18%.

ALMRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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