ANNPX Mutual Fund

ANNPX Mutual Fund

NAV$42.95
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Returns Overview

1 Month
-1.55%
3 Months
-6.57%
6 Months
+5.50%
YTD
+11.80%
1 Year
+21.12%
3 Years (annualized)
+17.16%
5 Years (annualized)
+6.52%
10 Years (annualized)
+13.16%

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)
+11.80%
Peer Avg (YTD)
+12.29%
vs Peers
-0.49%

ANNPX Mutual Fund Performance

ANNPX performance across multiple time periods: 1-month -1.55%, YTD 11.80%, 1-year 21.12%, 3-year 17.16%, 5-year 6.52%, 10-year 13.16%.

ANNPX returns trail the peer average of 12.29% 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.