ANWFX Mutual Fund

ANWFX Mutual Fund

NAV$74.02
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Returns Overview

1 Month
-2.77%
3 Months
-1.07%
6 Months
+1.53%
YTD
+3.31%
1 Year
+4.43%
3 Years (annualized)
+19.38%
5 Years (annualized)
+6.41%
10 Years (annualized)
+13.16%

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
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 All Country World Index
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+5.23%
vs Peers
-1.92%

ANWFX Mutual Fund Performance

ANWFX performance across multiple time periods: 1-month -2.77%, YTD 3.31%, 1-year 4.43%, 3-year 19.38%, 5-year 6.41%, 10-year 13.16%.

ANWFX returns trail the peer average of 5.23% 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.