ANZCX Mutual Fund

ANZCX Mutual Fund

NAV$45.26
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Returns Overview

1 Month
-1.64%
3 Months
-6.80%
6 Months
+4.98%
YTD
+11.05%
1 Year
+19.92%
3 Years (annualized)
+15.98%
5 Years (annualized)
+5.44%
10 Years (annualized)
+12.01%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+12.29%
vs Peers
-1.24%

ANZCX Mutual Fund Performance

ANZCX performance across multiple time periods: 1-month -1.64%, YTD 11.05%, 1-year 19.92%, 3-year 15.98%, 5-year 5.44%, 10-year 12.01%.

ANZCX returns trail the peer average of 12.29% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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