ANONX Mutual Fund

ANONX Mutual Fund

NAV$24.00
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Returns Overview

1 Month
-6.67%
3 Months
-10.81%
6 Months
+11.29%
YTD
+6.64%
1 Year
+10.15%
3 Years (annualized)
+14.80%
5 Years (annualized)
+4.45%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANONX 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)
+6.64%
Peer Avg (YTD)
+9.98%
vs Peers
-3.35%

ANONX Mutual Fund Performance

ANONX performance across multiple time periods: 1-month -6.67%, YTD 6.64%, 1-year 10.15%, 3-year 14.80%, 5-year 4.45%, 10-year 13.38%.

ANONX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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