ANZAX Mutual Fund

NAV$45.40

Returns Overview

1 Month
+0.64%
3 Months
+17.57%
6 Months
+20.32%
YTD
+18.36%
1 Year
+49.70%
3 Years (annualized)
+22.61%
5 Years (annualized)
+9.72%
10 Years (annualized)
+14.79%

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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+18.00%
vs Peers
+0.36%

ANZAX Mutual Fund Performance

ANZAX performance across multiple time periods: 1-month 0.64%, YTD 18.36%, 1-year 49.70%, 3-year 22.61%, 5-year 9.72%, 10-year 14.79%.

ANZAX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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