ALVAX Mutual Fund

ALVAX Mutual Fund

NAV$25.13
See how much of ALVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.99%
3 Months
+2.89%
6 Months
+7.78%
YTD
+14.20%
1 Year
+18.42%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.13%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+14.61%
vs Peers
-0.41%

ALVAX Mutual Fund Performance

ALVAX performance across multiple time periods: 1-month 5.99%, YTD 14.20%, 1-year 18.42%, 3-year 19.20%, 5-year 10.13%, 10-year 11.78%.

ALVAX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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