ALTVX Mutual Fund

ALTVX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+3.46%
3 Months
-0.88%
6 Months
-1.05%
YTD
-0.03%
1 Year
+0.27%
3 Years (annualized)
+5.06%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALTVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond Unhedged(^BMunicipalBU)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+0.07%
vs Peers
-0.10%

ALTVX Mutual Fund Performance

ALTVX performance across multiple time periods: 1-month 3.46%, YTD -0.03%, 1-year 0.27%, 3-year 5.06%, 5-year 0.71%, 10-year 1.87%.

ALTVX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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