ANCFX Mutual Fund

ANCFX Mutual Fund

NAV$101.92
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Returns Overview

1 Month
-1.31%
3 Months
+4.50%
6 Months
+7.41%
YTD
+13.22%
1 Year
+23.74%
3 Years (annualized)
+22.53%
5 Years (annualized)
+14.03%
10 Years (annualized)
+14.74%

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)
+13.22%
Peer Avg (YTD)
+6.23%
vs Peers
+6.99%

ANCFX Mutual Fund Performance

ANCFX performance across multiple time periods: 1-month -1.31%, YTD 13.22%, 1-year 23.74%, 3-year 22.53%, 5-year 14.03%, 10-year 14.74%.

ANCFX returns outperform the peer average of 6.23% 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.