ANVIX Mutual Fund

NAV$30.98

Returns Overview

1 Month
+2.17%
3 Months
+14.48%
6 Months
+14.34%
YTD
+13.36%
1 Year
+29.59%
3 Years (annualized)
+15.11%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.36%
Peer Avg (YTD)
+9.49%
vs Peers
+3.87%

ANVIX Mutual Fund Performance

ANVIX performance across multiple time periods: 1-month 2.17%, YTD 13.36%, 1-year 29.59%, 3-year 15.11%, 5-year 9.22%, 10-year 10.93%.

ANVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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