ANOAX Mutual Fund

NAV$23.98

Returns Overview

1 Month
+8.02%
3 Months
+24.60%
6 Months
+20.49%
YTD
+19.30%
1 Year
+28.41%
3 Years (annualized)
+15.70%
5 Years (annualized)
+8.72%
10 Years (annualized)
+20.26%

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
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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+9.51%
vs Peers
+9.79%

ANOAX Mutual Fund Performance

ANOAX performance across multiple time periods: 1-month 8.02%, YTD 19.30%, 1-year 28.41%, 3-year 15.70%, 5-year 8.72%, 10-year 20.26%.

ANOAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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