ANBEX Mutual Fund

ANBEX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+0.45%
3 Months
-1.26%
6 Months
-3.70%
YTD
-1.95%
1 Year
-0.49%
3 Years (annualized)
+2.73%
5 Years (annualized)
-1.47%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANBEX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.95%
Peer Avg (YTD)
+2.15%
vs Peers
-4.10%

ANBEX Mutual Fund Performance

ANBEX performance across multiple time periods: 1-month 0.45%, YTD -1.95%, 1-year -0.49%, 3-year 2.73%, 5-year -1.47%, 10-year 1.60%.

ANBEX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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