ANAIX Mutual Fund

ANAIX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
-0.01%
3 Months
-0.61%
6 Months
-1.48%
YTD
+0.38%
1 Year
+1.47%
3 Years (annualized)
+4.26%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAIX 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)
+0.38%
Peer Avg (YTD)
+0.20%
vs Peers
+0.18%

ANAIX Mutual Fund Performance

ANAIX performance across multiple time periods: 1-month -0.01%, YTD 0.38%, 1-year 1.47%, 3-year 4.26%, 5-year 0.05%, 10-year 1.24%.

ANAIX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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