ANZCX Mutual Fund

NAV$46.25

Returns Overview

1 Month
+0.58%
3 Months
+17.34%
6 Months
+19.84%
YTD
+17.90%
1 Year
+48.35%
3 Years (annualized)
+21.72%
5 Years (annualized)
+8.90%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANZCX 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)
+17.90%
Peer Avg (YTD)
+18.00%
vs Peers
-0.11%

ANZCX Mutual Fund Performance

ANZCX performance across multiple time periods: 1-month 0.58%, YTD 17.90%, 1-year 48.35%, 3-year 21.72%, 5-year 8.90%, 10-year 13.99%.

ANZCX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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