ALOAX Mutual Fund

NAV$21.75

Returns Overview

1 Month
+6.48%
3 Months
+25.44%
6 Months
+15.92%
YTD
+14.18%
1 Year
+28.22%
3 Years (annualized)
+23.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOAX 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)
+14.18%
Peer Avg (YTD)
+10.82%
vs Peers
+3.37%

ALOAX Mutual Fund Performance

ALOAX performance across multiple time periods: 1-month 6.48%, YTD 14.18%, 1-year 28.22%, 3-year 23.79%.

ALOAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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