ANAGX Mutual Fund

NAV$6.86

Returns Overview

1 Month
+0.31%
3 Months
+1.83%
6 Months
+1.22%
YTD
+1.36%
1 Year
+2.94%
3 Years (annualized)
+4.45%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+0.99%
vs Peers
+0.37%

ANAGX Mutual Fund Performance

ANAGX performance across multiple time periods: 1-month 0.31%, YTD 1.36%, 1-year 2.94%, 3-year 4.45%, 5-year 0.29%, 10-year 1.22%.

ANAGX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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