ANNPX Mutual Fund

NAV$44.14

Returns Overview

1 Month
+0.66%
3 Months
+17.65%
6 Months
+20.44%
YTD
+18.48%
1 Year
+50.36%
3 Years (annualized)
+23.10%
5 Years (annualized)
+10.09%
10 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANNPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+18.48%
Peer Avg (YTD)
+18.00%
vs Peers
+0.48%

ANNPX Mutual Fund Performance

ANNPX performance across multiple time periods: 1-month 0.66%, YTD 18.48%, 1-year 50.36%, 3-year 23.10%, 5-year 10.09%, 10-year 15.52%.

ANNPX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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