ANZAX Mutual Fund

ANZAX Mutual Fund

NAV$40.99
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Returns Overview

1 Month
-4.71%
3 Months
-7.05%
6 Months
-7.14%
YTD
+5.42%
1 Year
+3.89%
3 Years (annualized)
+17.63%
5 Years (annualized)
+4.33%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANZAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+6.65%
vs Peers
-1.24%

ANZAX Mutual Fund Performance

ANZAX performance across multiple time periods: 1-month -4.71%, YTD 5.42%, 1-year 3.89%, 3-year 17.63%, 5-year 4.33%, 10-year 12.97%.

ANZAX returns trail the peer average of 6.65% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

ANZAX vs another fund shows side-by-side returns. ANZAX alternatives are available in the Mutual Fund Screener.