ANFCX Mutual Fund

NAV$65.53

Returns Overview

1 Month
+1.37%
3 Months
+30.80%
6 Months
+23.33%
YTD
+21.94%
1 Year
+44.90%
3 Years (annualized)
+27.12%
5 Years (annualized)
+11.59%
10 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANFCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+21.94%
Peer Avg (YTD)
+8.97%
vs Peers
+12.96%

ANFCX Mutual Fund Performance

ANFCX performance across multiple time periods: 1-month 1.37%, YTD 21.94%, 1-year 44.90%, 3-year 27.12%, 5-year 11.59%, 10-year 15.46%.

ANFCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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