ANZCX Mutual Fund

ANZCX Mutual Fund

NAV$45.19
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Returns Overview

1 Month
-5.80%
3 Months
-0.28%
6 Months
+8.13%
YTD
+12.90%
1 Year
+25.83%
3 Years (annualized)
+15.57%
5 Years (annualized)
+6.02%
10 Years (annualized)
+12.22%

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)
+12.90%
Peer Avg (YTD)
+13.29%
vs Peers
-0.39%

ANZCX Mutual Fund Performance

ANZCX performance across multiple time periods: 1-month -5.80%, YTD 12.90%, 1-year 25.83%, 3-year 15.57%, 5-year 6.02%, 10-year 12.22%.

ANZCX returns trail the peer average of 13.29% 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.