ANZAX Mutual Fund

ANZAX Mutual Fund

NAV$44.38
See how much of ANZAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.58%
3 Months
-6.64%
6 Months
+5.38%
YTD
+11.63%
1 Year
+20.82%
3 Years (annualized)
+16.77%
5 Years (annualized)
+6.20%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANZAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+12.29%
vs Peers
-0.66%

ANZAX Mutual Fund Performance

ANZAX performance across multiple time periods: 1-month -1.58%, YTD 11.63%, 1-year 20.82%, 3-year 16.77%, 5-year 6.20%, 10-year 12.83%.

ANZAX returns trail the peer average of 12.29% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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