ALMZX Mutual Fund

NAV$32.24

Returns Overview

1 Month
+5.21%
3 Months
+20.28%
6 Months
+10.73%
YTD
+9.62%
1 Year
+18.89%
3 Years (annualized)
+17.37%
5 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALMZX 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
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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)
+9.62%
Peer Avg (YTD)
+10.82%
vs Peers
-1.19%

ALMZX Mutual Fund Performance

ALMZX performance across multiple time periods: 1-month 5.21%, YTD 9.62%, 1-year 18.89%, 3-year 17.37%, 5-year 3.75%.

ALMZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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