ANAGX Mutual Fund

ANAGX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
-1.09%
3 Months
-0.02%
6 Months
-0.32%
YTD
+0.26%
1 Year
+1.99%
3 Years (annualized)
+3.97%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAGX 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)
+0.26%
Peer Avg (YTD)
+0.25%
vs Peers
+0.01%

ANAGX Mutual Fund Performance

ANAGX performance across multiple time periods: 1-month -1.09%, YTD 0.26%, 1-year 1.99%, 3-year 3.97%, 5-year -0.19%, 10-year 1.04%.

ANAGX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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