ANBGX Mutual Fund

ANBGX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-1.22%
3 Months
-1.28%
6 Months
-2.40%
YTD
-2.20%
1 Year
+1.07%
3 Years (annualized)
+2.73%
5 Years (annualized)
-1.13%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANBGX 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)
-2.20%
Peer Avg (YTD)
+0.12%
vs Peers
-2.32%

ANBGX Mutual Fund Performance

ANBGX performance across multiple time periods: 1-month -1.22%, YTD -2.20%, 1-year 1.07%, 3-year 2.73%, 5-year -1.13%, 10-year 2.15%.

ANBGX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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