ANVHX Mutual Fund

ANVHX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
-3.13%
3 Months
+2.03%
6 Months
+2.93%
YTD
+1.94%
1 Year
+15.70%
3 Years (annualized)
+14.49%
5 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVHX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+8.71%
vs Peers
-6.78%

ANVHX Mutual Fund Performance

ANVHX performance across multiple time periods: 1-month -3.13%, YTD 1.94%, 1-year 15.70%, 3-year 14.49%, 5-year 9.35%.

ANVHX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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