ANBIX Mutual Fund

ANBIX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
-0.78%
3 Months
-1.45%
6 Months
-0.81%
YTD
+0.24%
1 Year
+0.05%
3 Years (annualized)
+4.65%
5 Years (annualized)
+1.59%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANBIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+2.15%
vs Peers
-1.92%

ANBIX Mutual Fund Performance

ANBIX performance across multiple time periods: 1-month -0.78%, YTD 0.24%, 1-year 0.05%, 3-year 4.65%, 5-year 1.59%, 10-year 3.19%.

ANBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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