ANFVX Mutual Fund

ANFVX Mutual Fund

NAV$18.01
See how much of ANFVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.22%
3 Months
+4.40%
6 Months
+11.79%
YTD
+17.39%
1 Year
+26.74%
3 Years (annualized)
+9.99%
5 Years (annualized)
+7.01%
10 Years (annualized)
+7.22%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+15.31%
vs Peers
+2.08%

ANFVX Mutual Fund Performance

ANFVX performance across multiple time periods: 1-month -0.22%, YTD 17.39%, 1-year 26.74%, 3-year 9.99%, 5-year 7.01%, 10-year 7.22%.

ANFVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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