ANWFX Mutual Fund

ANWFX Mutual Fund

NAV$74.82
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Returns Overview

1 Month
+2.48%
3 Months
+0.35%
6 Months
+4.87%
YTD
+7.02%
1 Year
+13.61%
3 Years (annualized)
+17.53%
5 Years (annualized)
+7.69%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANWFX 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 All Country World Index
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+8.51%
vs Peers
-1.49%

ANWFX Mutual Fund Performance

ANWFX performance across multiple time periods: 1-month 2.48%, YTD 7.02%, 1-year 13.61%, 3-year 17.53%, 5-year 7.69%, 10-year 13.42%.

ANWFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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