ANGIX Mutual Fund

ANGIX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
-0.22%
3 Months
+0.78%
6 Months
+1.80%
YTD
+2.42%
1 Year
+6.01%
3 Years (annualized)
+6.83%
5 Years (annualized)
+1.85%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANGIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+0.12%
vs Peers
+2.30%

ANGIX Mutual Fund Performance

ANGIX performance across multiple time periods: 1-month -0.22%, YTD 2.42%, 1-year 6.01%, 3-year 6.83%, 5-year 1.85%, 10-year 2.72%.

ANGIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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