AZNCX Mutual Fund

AZNCX Mutual Fund

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Returns Overview

1 Month
-3.42%
3 Months
+0.00%
6 Months
+3.95%
YTD
+6.10%
1 Year
+11.02%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.21%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZNCX 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)
+6.10%
Peer Avg (YTD)
+5.54%
vs Peers
+0.56%

AZNCX Mutual Fund Performance

AZNCX performance across multiple time periods: 1-month -3.42%, YTD 6.10%, 1-year 11.02%, 3-year 9.76%, 5-year 4.21%, 10-year 7.72%.

AZNCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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