ANBEX Mutual Fund

NAV$8.93

Returns Overview

1 Month
-1.11%
3 Months
-2.51%
6 Months
-4.49%
YTD
-4.39%
1 Year
+1.37%
3 Years (annualized)
+2.80%
5 Years (annualized)
-1.00%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANBEX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.39%
Peer Avg (YTD)
+3.23%
vs Peers
-7.62%

ANBEX Mutual Fund Performance

ANBEX performance across multiple time periods: 1-month -1.11%, YTD -4.39%, 1-year 1.37%, 3-year 2.80%, 5-year -1.00%, 10-year 1.71%.

ANBEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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