ANIYX Mutual Fund

ANIYX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+0.66%
3 Months
+2.68%
6 Months
+3.58%
YTD
+3.13%
1 Year
+3.55%
3 Years (annualized)
+4.56%
5 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANIYX 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 Barclays 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+2.13%
vs Peers
+1.00%

ANIYX Mutual Fund Performance

ANIYX performance across multiple time periods: 1-month 0.66%, YTD 3.13%, 1-year 3.55%, 3-year 4.56%, 5-year 1.54%.

ANIYX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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