NALFX Mutual Fund

NAV$87.52

Returns Overview

1 Month
-0.68%
3 Months
+9.06%
6 Months
+18.13%
YTD
+15.95%
1 Year
+26.81%
3 Years (annualized)
+12.00%
5 Years (annualized)
+3.48%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NALFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+10.15%
vs Peers
+5.81%

NALFX Mutual Fund Performance

NALFX performance across multiple time periods: 1-month -0.68%, YTD 15.95%, 1-year 26.81%, 3-year 12.00%, 5-year 3.48%, 10-year 10.86%.

NALFX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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