ANJIX Mutual Fund

NAV$28.80

Returns Overview

1 Month
-2.30%
3 Months
+7.84%
6 Months
+11.34%
YTD
+9.70%
1 Year
+27.99%
3 Years (annualized)
+16.21%
5 Years (annualized)
+6.55%
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
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
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+8.71%
vs Peers
+0.98%

ANJIX Mutual Fund Performance

ANJIX performance across multiple time periods: 1-month -2.30%, YTD 9.70%, 1-year 27.99%, 3-year 16.21%, 5-year 6.55%, 10-year 8.05%.

ANJIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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