ALZFX Mutual Fund

NAV$121.71

Returns Overview

1 Month
-0.26%
3 Months
+28.44%
6 Months
+16.46%
YTD
+15.91%
1 Year
+39.72%
3 Years (annualized)
+39.96%
5 Years (annualized)
+22.17%
10 Years (annualized)
+24.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ALZFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.91%
Peer Avg (YTD)
+8.97%
vs Peers
+6.94%

ALZFX Mutual Fund Performance

ALZFX performance across multiple time periods: 1-month -0.26%, YTD 15.91%, 1-year 39.72%, 3-year 39.96%, 5-year 22.17%, 10-year 24.29%.

ALZFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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