ANAZX Mutual Fund

ANAZX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
+0.14%
3 Months
-0.60%
6 Months
-1.32%
YTD
+0.55%
1 Year
+1.65%
3 Years (annualized)
+4.36%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAZX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+0.20%
vs Peers
+0.35%

ANAZX Mutual Fund Performance

ANAZX performance across multiple time periods: 1-month 0.14%, YTD 0.55%, 1-year 1.65%, 3-year 4.36%, 5-year 0.18%, 10-year 1.31%.

ANAZX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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