ANGIX Mutual Fund

ANGIX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+0.82%
3 Months
-0.28%
6 Months
+1.03%
YTD
+2.68%
1 Year
+3.04%
3 Years (annualized)
+7.01%
5 Years (annualized)
+1.93%
10 Years (annualized)
+2.46%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+1.93%
vs Peers
+0.75%

ANGIX Mutual Fund Performance

ANGIX performance across multiple time periods: 1-month 0.82%, YTD 2.68%, 1-year 3.04%, 3-year 7.01%, 5-year 1.93%, 10-year 2.46%.

ANGIX returns outperform the peer average of 1.93% 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.