ANAVX Mutual Fund

ANAVX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
+3.18%
3 Months
+4.28%
6 Months
+6.97%
YTD
+14.94%
1 Year
+30.26%
3 Years (annualized)
+15.07%
5 Years (annualized)
+7.66%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAVX 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
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+11.12%
vs Peers
+3.82%

ANAVX Mutual Fund Performance

ANAVX performance across multiple time periods: 1-month 3.18%, YTD 14.94%, 1-year 30.26%, 3-year 15.07%, 5-year 7.66%, 10-year 8.09%.

ANAVX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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