ANAVX Mutual Fund

ANAVX Mutual Fund

NAV$26.58
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Returns Overview

1 Month
-7.46%
3 Months
-5.12%
6 Months
-1.06%
YTD
+7.44%
1 Year
+11.33%
3 Years (annualized)
+20.85%
5 Years (annualized)
+6.89%
10 Years (annualized)
+7.68%

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)
+7.44%
Peer Avg (YTD)
+10.38%
vs Peers
-2.94%

ANAVX Mutual Fund Performance

ANAVX performance across multiple time periods: 1-month -7.46%, YTD 7.44%, 1-year 11.33%, 3-year 20.85%, 5-year 6.89%, 10-year 7.68%.

ANAVX returns trail the peer average of 10.38% 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.