ALOCX Mutual Fund

NAV$20.91

Returns Overview

1 Month
+6.40%
3 Months
+25.25%
6 Months
+15.53%
YTD
+13.74%
1 Year
+27.28%
3 Years (annualized)
+22.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALOCX 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)
+13.74%
Peer Avg (YTD)
+10.82%
vs Peers
+2.92%

ALOCX Mutual Fund Performance

ALOCX performance across multiple time periods: 1-month 6.40%, YTD 13.74%, 1-year 27.28%, 3-year 22.83%.

ALOCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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