ALSMX Mutual Fund

ALSMX Mutual Fund

NAV$17.52
See how much of ALSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.39%
3 Months
-1.34%
6 Months
-1.45%
YTD
+17.48%
1 Year
+17.28%
3 Years (annualized)
+23.00%
5 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALSMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+17.48%
Peer Avg (YTD)
+7.11%
vs Peers
+10.37%

ALSMX Mutual Fund Performance

ALSMX performance across multiple time periods: 1-month -3.39%, YTD 17.48%, 1-year 17.28%, 3-year 23.00%, 5-year 9.10%.

ALSMX returns outperform the peer average of 7.11% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

ALSMX vs another fund shows side-by-side returns. ALSMX alternatives are available in the Mutual Fund Screener.