ANACX Mutual Fund

ANACX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
-0.09%
3 Months
-0.85%
6 Months
-1.96%
YTD
-0.13%
1 Year
+0.62%
3 Years (annualized)
+3.28%
5 Years (annualized)
-0.87%
10 Years (annualized)
+0.28%

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)
-0.13%
Peer Avg (YTD)
+0.20%
vs Peers
-0.33%

ANACX Mutual Fund Performance

ANACX performance across multiple time periods: 1-month -0.09%, YTD -0.13%, 1-year 0.62%, 3-year 3.28%, 5-year -0.87%, 10-year 0.28%.

ANACX returns trail the peer average of 0.20% 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.