ANDIX Mutual Fund

ANDIX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-6.09%
3 Months
+2.17%
6 Months
+4.62%
YTD
+1.73%
1 Year
+15.91%
3 Years (annualized)
+10.19%
5 Years (annualized)
+5.48%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANDIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
-1.52%
vs Peers
+3.25%

ANDIX Mutual Fund Performance

ANDIX performance across multiple time periods: 1-month -6.09%, YTD 1.73%, 1-year 15.91%, 3-year 10.19%, 5-year 5.48%, 10-year 6.43%.

ANDIX returns outperform the peer average of -1.52% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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