ANAYX Mutual Fund

ANAYX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
-2.17%
3 Months
-3.08%
6 Months
-1.39%
YTD
-1.64%
1 Year
-1.14%
3 Years (annualized)
+4.34%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANAYX 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)
-1.64%
Peer Avg (YTD)
-1.59%
vs Peers
-0.06%

ANAYX Mutual Fund Performance

ANAYX performance across multiple time periods: 1-month -2.17%, YTD -1.64%, 1-year -1.14%, 3-year 4.34%, 5-year 0.15%, 10-year 1.27%.

ANAYX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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