ANIAX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+1.28%
3 Months
+2.01%
6 Months
+2.32%
YTD
+2.26%
1 Year
+1.70%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.15%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANIAX 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
Bloomberg Barclays 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+1.51%
vs Peers
+0.76%

ANIAX Mutual Fund Performance

ANIAX performance across multiple time periods: 1-month 1.28%, YTD 2.26%, 1-year 1.70%, 3-year 3.94%, 5-year 1.15%, 10-year 1.23%.

ANIAX returns outperform the peer average of 1.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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