ANACX Mutual Fund

ANACX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
-1.01%
3 Months
-0.07%
6 Months
-0.55%
YTD
-0.04%
1 Year
+1.21%
3 Years (annualized)
+3.18%
5 Years (annualized)
-0.89%
10 Years (annualized)
+0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANACX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.25%
vs Peers
-0.29%

ANACX Mutual Fund Performance

ANACX performance across multiple time periods: 1-month -1.01%, YTD -0.04%, 1-year 1.21%, 3-year 3.18%, 5-year -0.89%, 10-year 0.31%.

ANACX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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