ANAGX Mutual Fund

ANAGX Mutual Fund

NAV$6.68
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Returns Overview

1 Month
-2.19%
3 Months
-2.80%
6 Months
-0.09%
YTD
+0.30%
1 Year
+1.63%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAGX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
-1.59%
vs Peers
+1.88%

ANAGX Mutual Fund Performance

ANAGX performance across multiple time periods: 1-month -2.19%, YTD 0.30%, 1-year 1.63%, 3-year 4.07%, 5-year -0.12%, 10-year 1.02%.

ANAGX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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