ANVLX Mutual Fund

ANVLX Mutual Fund

NAV$11.23
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Returns Overview

1 Month
-1.08%
3 Months
-3.50%
6 Months
+4.35%
YTD
+6.78%
1 Year
+14.64%
3 Years (annualized)
+20.28%
5 Years (annualized)
+10.11%

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
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📉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)
+6.78%
Peer Avg (YTD)
+10.38%
vs Peers
-3.61%

ANVLX Mutual Fund Performance

ANVLX performance across multiple time periods: 1-month -1.08%, YTD 6.78%, 1-year 14.64%, 3-year 20.28%, 5-year 10.11%.

ANVLX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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