ANJIX Mutual Fund

ANJIX Mutual Fund

NAV$28.37
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Returns Overview

1 Month
-1.80%
3 Months
+5.77%
6 Months
+14.06%
YTD
+16.03%
1 Year
+21.19%
3 Years (annualized)
+19.89%
5 Years (annualized)
+8.56%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANJIX 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
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+16.03%
Peer Avg (YTD)
+9.89%
vs Peers
+6.13%

ANJIX Mutual Fund Performance

ANJIX performance across multiple time periods: 1-month -1.80%, YTD 16.03%, 1-year 21.19%, 3-year 19.89%, 5-year 8.56%, 10-year 8.47%.

ANJIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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