ANVHX Mutual Fund

ANVHX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-4.12%
3 Months
+6.17%
6 Months
+8.33%
YTD
+8.23%
1 Year
+17.07%
3 Years (annualized)
+18.34%
5 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANVHX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.89%
vs Peers
-1.66%

ANVHX Mutual Fund Performance

ANVHX performance across multiple time periods: 1-month -4.12%, YTD 8.23%, 1-year 17.07%, 3-year 18.34%, 5-year 12.01%.

ANVHX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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