ANOCX Mutual Fund

NAV$18.56

Returns Overview

1 Month
+7.98%
3 Months
+24.30%
6 Months
+20.06%
YTD
+18.84%
1 Year
+27.43%
3 Years (annualized)
+14.83%
5 Years (annualized)
+4.27%
10 Years (annualized)
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANOCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.84%
Peer Avg (YTD)
+9.51%
vs Peers
+9.33%

ANOCX Mutual Fund Performance

ANOCX performance across multiple time periods: 1-month 7.98%, YTD 18.84%, 1-year 27.43%, 3-year 14.83%, 5-year 4.27%, 10-year 13.48%.

ANOCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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