ANONX Mutual Fund

ANONX Mutual Fund

NAV$27.18
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Returns Overview

1 Month
-4.94%
3 Months
+8.43%
6 Months
+13.85%
YTD
+14.85%
1 Year
+22.43%
3 Years (annualized)
+13.43%
5 Years (annualized)
+4.86%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANONX 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)
+14.85%
Peer Avg (YTD)
+9.41%
vs Peers
+5.44%

ANONX Mutual Fund Performance

ANONX performance across multiple time periods: 1-month -4.94%, YTD 14.85%, 1-year 22.43%, 3-year 13.43%, 5-year 4.86%, 10-year 13.55%.

ANONX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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