ANODX Mutual Fund

NAV$28.69

Returns Overview

1 Month
+8.08%
3 Months
+24.80%
6 Months
+20.88%
YTD
+19.66%
1 Year
+29.16%
3 Years (annualized)
+16.39%
5 Years (annualized)
+9.02%
10 Years (annualized)
+20.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANODX 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)
+19.66%
Peer Avg (YTD)
+9.51%
vs Peers
+10.16%

ANODX Mutual Fund Performance

ANODX performance across multiple time periods: 1-month 8.08%, YTD 19.66%, 1-year 29.16%, 3-year 16.39%, 5-year 9.02%, 10-year 20.51%.

ANODX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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