ANDRX Mutual Fund

NAV$10.40

Returns Overview

1 Month
-37.42%
3 Months
-38.02%
6 Months
-35.76%
YTD
-35.76%
1 Year
+15.91%
3 Years (annualized)
+10.28%
5 Years (annualized)
+5.57%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANDRX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-35.76%
Peer Avg (YTD)
-1.52%
vs Peers
-34.24%

ANDRX Mutual Fund Performance

ANDRX performance across multiple time periods: 1-month -37.42%, YTD -35.76%, 1-year 15.91%, 3-year 10.28%, 5-year 5.57%, 10-year 6.43%.

ANDRX returns trail the peer average of -1.52% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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