ANCFX Mutual Fund

NAV$104.85

Returns Overview

1 Month
-1.63%
3 Months
+16.92%
6 Months
+13.01%
YTD
+11.87%
1 Year
+25.73%
3 Years (annualized)
+22.40%
5 Years (annualized)
+13.23%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANCFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+8.97%
vs Peers
+2.90%

ANCFX Mutual Fund Performance

ANCFX performance across multiple time periods: 1-month -1.63%, YTD 11.87%, 1-year 25.73%, 3-year 22.40%, 5-year 13.23%, 10-year 14.30%.

ANCFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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