ANVRX Mutual Fund

NAV$11.51

Returns Overview

1 Month
-3.14%
3 Months
+1.94%
6 Months
+2.64%
YTD
+1.65%
1 Year
+15.02%
3 Years (annualized)
+13.70%
5 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVRX 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)
+1.65%
Peer Avg (YTD)
+8.71%
vs Peers
-7.07%

ANVRX Mutual Fund Performance

ANVRX performance across multiple time periods: 1-month -3.14%, YTD 1.65%, 1-year 15.02%, 3-year 13.70%, 5-year 8.61%.

ANVRX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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