ANAZX Mutual Fund

NAV$6.82

Returns Overview

1 Month
-1.30%
3 Months
-1.02%
6 Months
-2.01%
YTD
-1.87%
1 Year
+3.07%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
+0.99%
vs Peers
-2.86%

ANAZX Mutual Fund Performance

ANAZX performance across multiple time periods: 1-month -1.30%, YTD -1.87%, 1-year 3.07%, 3-year 4.74%, 5-year 0.61%, 10-year 1.51%.

ANAZX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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