ANEFX Mutual Fund

ANEFX Mutual Fund

NAV$88.09
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Returns Overview

1 Month
+2.81%
3 Months
-2.75%
6 Months
+15.00%
YTD
+18.69%
1 Year
+35.80%
3 Years (annualized)
+27.46%
5 Years (annualized)
+11.69%
10 Years (annualized)
+15.85%

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)
+18.69%
Peer Avg (YTD)
+8.51%
vs Peers
+10.18%

ANEFX Mutual Fund Performance

ANEFX performance across multiple time periods: 1-month 2.81%, YTD 18.69%, 1-year 35.80%, 3-year 27.46%, 5-year 11.69%, 10-year 15.85%.

ANEFX returns outperform the peer average of 8.51% 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.