ANAZX Mutual Fund

ANAZX Mutual Fund

NAV$6.69
See how much of ANAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.72%
3 Months
-0.35%
6 Months
-0.16%
YTD
+0.06%
1 Year
-0.19%
3 Years (annualized)
+5.03%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.06%
Peer Avg (YTD)
-0.75%
vs Peers
+0.81%

ANAZX Mutual Fund Performance

ANAZX performance across multiple time periods: 1-month 1.72%, YTD 0.06%, 1-year -0.19%, 3-year 5.03%, 5-year 0.41%, 10-year 1.46%.

ANAZX returns outperform the peer average of -0.75% 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.