ANFVX Mutual Fund

NAV$18.04

Returns Overview

1 Month
+4.76%
3 Months
+12.59%
6 Months
+18.43%
YTD
+17.65%
1 Year
+31.06%
3 Years (annualized)
+13.49%
5 Years (annualized)
+7.72%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANFVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.65%
Peer Avg (YTD)
+18.52%
vs Peers
-0.87%

ANFVX Mutual Fund Performance

ANFVX performance across multiple time periods: 1-month 4.76%, YTD 17.65%, 1-year 31.06%, 3-year 13.49%, 5-year 7.72%, 10-year 7.89%.

ANFVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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