ALSAX Mutual Fund

NAV$13.32

Returns Overview

1 Month
-2.13%
3 Months
+17.36%
6 Months
+12.22%
YTD
+16.43%
1 Year
+37.95%
3 Years (annualized)
+15.15%
5 Years (annualized)
-3.19%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSAX 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)
+16.43%
Peer Avg (YTD)
+18.52%
vs Peers
-2.09%

ALSAX Mutual Fund Performance

ALSAX performance across multiple time periods: 1-month -2.13%, YTD 16.43%, 1-year 37.95%, 3-year 15.15%, 5-year -3.19%, 10-year 10.73%.

ALSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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