ANJIX Mutual Fund

ANJIX Mutual Fund

NAV$26.60
See how much of ANJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.45%
3 Months
-5.13%
6 Months
-1.05%
YTD
+7.38%
1 Year
+11.26%
3 Years (annualized)
+20.81%
5 Years (annualized)
+6.83%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANJIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+10.38%
vs Peers
-3.01%

ANJIX Mutual Fund Performance

ANJIX performance across multiple time periods: 1-month -7.45%, YTD 7.38%, 1-year 11.26%, 3-year 20.81%, 5-year 6.83%, 10-year 7.63%.

ANJIX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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