ALVOX Mutual Fund

NAV$139.86

Returns Overview

1 Month
-0.71%
3 Months
+26.14%
6 Months
+13.33%
YTD
+13.11%
1 Year
+32.48%
3 Years (annualized)
+35.09%
5 Years (annualized)
+16.39%
10 Years (annualized)
+20.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALVOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+8.97%
vs Peers
+4.14%

ALVOX Mutual Fund Performance

ALVOX performance across multiple time periods: 1-month -0.71%, YTD 13.11%, 1-year 32.48%, 3-year 35.09%, 5-year 16.39%, 10-year 20.01%.

ALVOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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