ANJIX Mutual Fund

ANJIX Mutual Fund

NAV$29.48
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Returns Overview

1 Month
+3.18%
3 Months
+4.30%
6 Months
+6.96%
YTD
+14.88%
1 Year
+30.21%
3 Years (annualized)
+15.02%
5 Years (annualized)
+7.60%
10 Years (annualized)
+8.05%

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
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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
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+11.12%
vs Peers
+3.76%

ANJIX Mutual Fund Performance

ANJIX performance across multiple time periods: 1-month 3.18%, YTD 14.88%, 1-year 30.21%, 3-year 15.02%, 5-year 7.60%, 10-year 8.05%.

ANJIX returns outperform the peer average of 11.12% 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.