The Insiders Fund declined 7.14% in Q1 2025, underperforming the S&P 500’s 4.33% drop due to geopolitical risks.
Alpha Wealth Funds’ Insiders Fund reported a 7.14% loss in Q1 2025, driven by a 6.75% decline in March linked to the War in Iran. The S&P 500 fell 4.33% over the same period, marking the fund’s underperformance.
The losses were largely unrealized, with the firm reassessing its long-term strategy and risk-adjusted opportunities. The fund described market conditions as unfavorable, contrasting with its prior positioning.
CME Group (NASDAQ:CME), a top holding, closed at $290.12 on May 20, 2026, with a 1.63% one-month return and a 2.88% gain over 52 weeks. The firm highlighted CME’s role as a volatility hedge in its Q1 2026 investor letter.