ANBFX Mutual Fund

ANBFX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+2.90%
3 Months
+0.13%
6 Months
-1.18%
YTD
-2.12%
1 Year
-1.64%
3 Years (annualized)
+4.43%
5 Years (annualized)
-1.02%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANBFX 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)
-2.12%
Peer Avg (YTD)
+1.93%
vs Peers
-4.05%

ANBFX Mutual Fund Performance

ANBFX performance across multiple time periods: 1-month 2.90%, YTD -2.12%, 1-year -1.64%, 3-year 4.43%, 5-year -1.02%, 10-year 1.76%.

ANBFX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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