ANGLX Mutual Fund

ANGLX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-0.24%
3 Months
+0.71%
6 Months
+1.79%
YTD
+2.26%
1 Year
+5.74%
3 Years (annualized)
+6.77%
5 Years (annualized)
+1.75%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANGLX 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)
+2.26%
Peer Avg (YTD)
+0.12%
vs Peers
+2.14%

ANGLX Mutual Fund Performance

ANGLX performance across multiple time periods: 1-month -0.24%, YTD 2.26%, 1-year 5.74%, 3-year 6.77%, 5-year 1.75%, 10-year 2.59%.

ANGLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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