ANNPX Mutual Fund

ANNPX Mutual Fund

NAV$43.25
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Returns Overview

1 Month
-5.71%
3 Months
-0.03%
6 Months
+8.68%
YTD
+13.56%
1 Year
+27.09%
3 Years (annualized)
+16.75%
5 Years (annualized)
+7.11%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANNPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+13.29%
vs Peers
+0.27%

ANNPX Mutual Fund Performance

ANNPX performance across multiple time periods: 1-month -5.71%, YTD 13.56%, 1-year 27.09%, 3-year 16.75%, 5-year 7.11%, 10-year 13.38%.

ANNPX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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