ANACX Mutual Fund

NAV$6.87

Returns Overview

1 Month
+0.25%
3 Months
+1.49%
6 Months
+0.84%
YTD
+0.98%
1 Year
+2.16%
3 Years (annualized)
+3.65%
5 Years (annualized)
-0.44%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANACX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+0.99%
vs Peers
-0.01%

ANACX Mutual Fund Performance

ANACX performance across multiple time periods: 1-month 0.25%, YTD 0.98%, 1-year 2.16%, 3-year 3.65%, 5-year -0.44%, 10-year 0.49%.

ANACX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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