ANOIX Mutual Fund

ANOIX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-6.75%
3 Months
-10.87%
6 Months
+11.13%
YTD
+6.47%
1 Year
+9.88%
3 Years (annualized)
+14.59%
5 Years (annualized)
+4.25%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANOIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+9.98%
vs Peers
-3.51%

ANOIX Mutual Fund Performance

ANOIX performance across multiple time periods: 1-month -6.75%, YTD 6.47%, 1-year 9.88%, 3-year 14.59%, 5-year 4.25%, 10-year 13.16%.

ANOIX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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