ANCFX Mutual Fund

ANCFX Mutual Fund

NAV$103.95
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Returns Overview

1 Month
+1.10%
3 Months
-0.37%
6 Months
+9.88%
YTD
+13.30%
1 Year
+23.86%
3 Years (annualized)
+22.17%
5 Years (annualized)
+12.72%
10 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANCFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+8.51%
vs Peers
+4.79%

ANCFX Mutual Fund Performance

ANCFX performance across multiple time periods: 1-month 1.10%, YTD 13.30%, 1-year 23.86%, 3-year 22.17%, 5-year 12.72%, 10-year 14.07%.

ANCFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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