ANAIX Mutual Fund

NAV$6.83

Returns Overview

1 Month
+0.48%
3 Months
+1.89%
6 Months
+1.33%
YTD
+1.48%
1 Year
+3.03%
3 Years (annualized)
+4.68%
5 Years (annualized)
+0.51%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAIX 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)
+1.48%
Peer Avg (YTD)
+0.99%
vs Peers
+0.49%

ANAIX Mutual Fund Performance

ANAIX performance across multiple time periods: 1-month 0.48%, YTD 1.48%, 1-year 3.03%, 3-year 4.68%, 5-year 0.51%, 10-year 1.45%.

ANAIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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