ALVCX Mutual Fund

ALVCX Mutual Fund

NAV$25.01
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Returns Overview

1 Month
+5.93%
3 Months
+2.73%
6 Months
+7.40%
YTD
+13.54%
1 Year
+17.60%
3 Years (annualized)
+18.32%
5 Years (annualized)
+9.32%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVCX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.54%
Peer Avg (YTD)
+14.61%
vs Peers
-1.07%

ALVCX Mutual Fund Performance

ALVCX performance across multiple time periods: 1-month 5.93%, YTD 13.54%, 1-year 17.60%, 3-year 18.32%, 5-year 9.32%, 10-year 10.99%.

ALVCX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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