ANJAX Mutual Fund

ANJAX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-1.15%
3 Months
+0.16%
6 Months
-0.97%
YTD
+0.05%
1 Year
+2.34%
3 Years (annualized)
+1.67%
5 Years (annualized)
+2.08%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANJAX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
-0.72%
vs Peers
+0.77%

ANJAX Mutual Fund Performance

ANJAX performance across multiple time periods: 1-month -1.15%, YTD 0.05%, 1-year 2.34%, 3-year 1.67%, 5-year 2.08%, 10-year 2.11%.

ANJAX returns outperform the peer average of -0.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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