ANOAX Mutual Fund

ANOAX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
-6.73%
3 Months
-10.91%
6 Months
+11.01%
YTD
+6.28%
1 Year
+9.60%
3 Years (annualized)
+14.28%
5 Years (annualized)
+3.99%
10 Years (annualized)
+12.87%

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)
+6.28%
Peer Avg (YTD)
+9.98%
vs Peers
-3.70%

ANOAX Mutual Fund Performance

ANOAX performance across multiple time periods: 1-month -6.73%, YTD 6.28%, 1-year 9.60%, 3-year 14.28%, 5-year 3.99%, 10-year 12.87%.

ANOAX returns trail the peer average of 9.98% 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.