ANMCX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+1.22%
3 Months
+1.82%
6 Months
+1.93%
YTD
+1.71%
1 Year
+0.96%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.46%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANMCX 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 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+1.51%
vs Peers
+0.20%

ANMCX Mutual Fund Performance

ANMCX performance across multiple time periods: 1-month 1.22%, YTD 1.71%, 1-year 0.96%, 3-year 3.16%, 5-year 0.46%, 10-year 0.63%.

ANMCX returns outperform the peer average of 1.51% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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