ANORX Mutual Fund

NAV$22.40

Returns Overview

1 Month
+8.00%
3 Months
+24.46%
6 Months
+20.34%
YTD
+19.13%
1 Year
+28.04%
3 Years (annualized)
+15.40%
5 Years (annualized)
+4.79%
10 Years (annualized)
+14.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANORX 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)
+19.13%
Peer Avg (YTD)
+9.51%
vs Peers
+9.63%

ANORX Mutual Fund Performance

ANORX performance across multiple time periods: 1-month 8.00%, YTD 19.13%, 1-year 28.04%, 3-year 15.40%, 5-year 4.79%, 10-year 14.05%.

ANORX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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