ANFCX Mutual Fund

ANFCX Mutual Fund

NAV$64.62
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Returns Overview

1 Month
-4.94%
3 Months
-2.85%
6 Months
+2.51%
YTD
+10.39%
1 Year
+13.87%
3 Years (annualized)
+27.12%
5 Years (annualized)
+9.25%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANFCX 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)
+10.39%
Peer Avg (YTD)
+5.23%
vs Peers
+5.15%

ANFCX Mutual Fund Performance

ANFCX performance across multiple time periods: 1-month -4.94%, YTD 10.39%, 1-year 13.87%, 3-year 27.12%, 5-year 9.25%, 10-year 14.21%.

ANFCX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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