ANEFX Mutual Fund

ANEFX Mutual Fund

NAV$81.54
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Returns Overview

1 Month
-0.48%
3 Months
-4.58%
6 Months
+25.05%
YTD
+18.13%
1 Year
+27.90%
3 Years (annualized)
+29.44%
5 Years (annualized)
+12.49%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANEFX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+18.13%
Peer Avg (YTD)
+8.67%
vs Peers
+9.46%

ANEFX Mutual Fund Performance

ANEFX performance across multiple time periods: 1-month -0.48%, YTD 18.13%, 1-year 27.90%, 3-year 29.44%, 5-year 12.49%, 10-year 15.66%.

ANEFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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