ANVLX Mutual Fund

NAV$11.68

Returns Overview

1 Month
-3.22%
3 Months
+1.94%
6 Months
+2.74%
YTD
+1.74%
1 Year
+15.17%
3 Years (annualized)
+13.97%
5 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVLX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+8.71%
vs Peers
-6.97%

ANVLX Mutual Fund Performance

ANVLX performance across multiple time periods: 1-month -3.22%, YTD 1.74%, 1-year 15.17%, 3-year 13.97%, 5-year 8.87%.

ANVLX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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