ANJCX Mutual Fund

NAV$8.97

Returns Overview

1 Month
-1.21%
3 Months
+0.08%
6 Months
-1.23%
YTD
-0.14%
1 Year
+1.68%
3 Years (annualized)
+0.96%
5 Years (annualized)
+1.38%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANJCX 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 Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
-0.72%
vs Peers
+0.58%

ANJCX Mutual Fund Performance

ANJCX performance across multiple time periods: 1-month -1.21%, YTD -0.14%, 1-year 1.68%, 3-year 0.96%, 5-year 1.38%, 10-year 1.51%.

ANJCX returns outperform the peer average of -0.72% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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