ANOAX Mutual Fund

ANOAX Mutual Fund

NAV$23.08
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Returns Overview

1 Month
-4.94%
3 Months
+8.32%
6 Months
+13.63%
YTD
+14.54%
1 Year
+21.89%
3 Years (annualized)
+12.94%
5 Years (annualized)
+4.40%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANOAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.54%
Peer Avg (YTD)
+9.41%
vs Peers
+5.13%

ANOAX Mutual Fund Performance

ANOAX performance across multiple time periods: 1-month -4.94%, YTD 14.54%, 1-year 21.89%, 3-year 12.94%, 5-year 4.40%, 10-year 13.04%.

ANOAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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