ANCIX Mutual Fund

NAV$14.43

Returns Overview

1 Month
+5.47%
3 Months
+8.35%
6 Months
+10.22%
YTD
+5.68%
1 Year
+2.24%
3 Years (annualized)
+6.33%
5 Years (annualized)
+9.14%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANCIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+3.66%
vs Peers
+2.03%

ANCIX Mutual Fund Performance

ANCIX performance across multiple time periods: 1-month 5.47%, YTD 5.68%, 1-year 2.24%, 3-year 6.33%, 5-year 9.14%, 10-year 9.95%.

ANCIX returns outperform the peer average of 3.66% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

ANCIX performance comparison shows side-by-side returns with another fund. ANCIX alternatives are available in the Mutual Fund Screener.