ANFCX Mutual Fund

ANFCX Mutual Fund

NAV$66.91
See how much of ANFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.55%
3 Months
-4.76%
6 Months
+24.57%
YTD
+16.13%
1 Year
+26.92%
3 Years (annualized)
+26.50%
5 Years (annualized)
+10.85%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANFCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.13%
Peer Avg (YTD)
+8.67%
vs Peers
+7.46%

ANFCX Mutual Fund Performance

ANFCX performance across multiple time periods: 1-month -0.55%, YTD 16.13%, 1-year 26.92%, 3-year 26.50%, 5-year 10.85%, 10-year 14.70%.

ANFCX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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