ANTUX Mutual Fund

NAV$11.09

Returns Overview

1 Month
+6.02%
3 Months
+5.62%
6 Months
+2.69%
YTD
+7.25%
1 Year
+15.45%
3 Years (annualized)
+14.25%
5 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANTUX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+8.71%
vs Peers
-1.46%

ANTUX Mutual Fund Performance

ANTUX performance across multiple time periods: 1-month 6.02%, YTD 7.25%, 1-year 15.45%, 3-year 14.25%, 5-year 9.14%.

ANTUX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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