ANPRX Mutual Fund

NAV$33.41

Returns Overview

1 Month
+1.95%
3 Months
+6.64%
6 Months
+10.78%
YTD
+15.45%
1 Year
+25.76%
3 Years (annualized)
+11.79%
5 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANPRX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+10.82%
vs Peers
+4.63%

ANPRX Mutual Fund Performance

ANPRX performance across multiple time periods: 1-month 1.95%, YTD 15.45%, 1-year 25.76%, 3-year 11.79%, 5-year 7.83%.

ANPRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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